Associate - Client Experience - Tax Support

20 hours ago

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Wealthsimple

WebsiteLinkedInAll Job Openings

wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000

💰 Private Equity Round on 2021-05

Description

• Your career is an investment that grows over time! • Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. • Wealthsimple takes financial services, like filing your tax return, that are often confusing, opaque and expensive, and makes them simple, transparent, and low-cost. • Smart, high-performing team members will challenge you to learn and grow every day.

Requirements

• Deliver an amazing client experience; no matter what • Build your skills by gaining exposure to investment, tax, personal finance, and stock trading knowledge as you grow • Engage directly with clients; Wealthsimple is for all Canadians, of any age, and you’ll get to experience this through supporting our clients as they use Wealthsimple products. • Be accountable for meeting or exceeding daily targets, as you’ll be interacting with hundreds of clients each week through multiple channels in a live client support environment • Be a key part in monitoring and improving client-facing issues in our products and operational processes • Possess a passion, curiosity, and energy for taxes, finance, & investing. • Want to make a difference. We are a small team effectively reshaping how people do their taxes. • Live our do what’s right for each client value at your core • Thrive in a fast-paced, collaborative environment. • Embrace technology and the role it plays in filing your taxes and improving financial services. • Demonstrate resilience, because our journey will have its fair share of challenges.

Benefits

• Competitive salary • Retirement savings matching plan using Wealthsimple Work • Generous PTO offerings • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)