Wealthsimple · 1 day ago
Associate - Client Experience - Tax Support
United States
Full-time
Remote
Entry Level
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Responsibilities
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. This includes email support, and also participating in user and product research, with appropriate stakeholders, to drive solutions for our clients, and insights for our business
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
Qualification
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Required
Possess a passion, curiosity, and energy for taxes, finance, & investing.
Understand the ins and outs of filing your tax return and like to help others with theirs.
Know how to explain tax concepts simply.
Want to make a difference in reshaping how people do their taxes and manage their financial future.
Live our do what’s right for each client value at your core.
Thrive in a fast-paced, collaborative environment.
Manage your own schedule and workload.
Take pride in your work and have a sense of ownership.
Embrace technology and navigate multiple applications simultaneously.
Demonstrate resilience in overcoming challenges.
Brings experience in client-facing work.
Demonstrate a higher-level understanding of our Tax product and Canadian tax returns.
Have great people skills and know-how to give and receive instructions & feedback.
Attention to Detail - sweat the details and actively listen.
Prioritization & problem-solving - break down complex problems and identify root causes.
Excellent communication skills - clear and concise writing.
Action orientation - bias for action and ability to take ownership.
Collaboration - excellent interpersonal skills and ability to work cross-functionally.
Preferred
Bilingual, in both English and French is considered a strong asset.
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)
Company
Wealthsimple
Wealthsimple offers financial tools to help investors grow and manage their money.
Founded in 2014
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$900.41MKey Investors
TCVAllianz XPower Financial Corporation
2021-05-03Private Equity· $610.77M
2020-10-14Private Equity· $86.68M
2019-05-22Series Unknown· $74.41M
Leadership Team
Michael Katchen
Co-founder & CEO
Rudy Adler
Co-Founder & CPO/CMO
Recent News
2024-11-15
2024-10-30
The Globe and Mail
2024-10-30
Company data provided by crunchbase
