Wealthsimple

Concierge Support Specialist

Wealthsimple

full-time

Posted on:

Location Type: Remote

Location: Canada

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About the role

  • Act as the single point of contact for our Wealth Management clients.
  • Manage relationships and ensure our highest-value members feel they have a personal advocate inside the building.
  • Bridge between the client and our various internal teams.
  • Act as a strategic partner to our Wealth Advisors to ensure our Wealth Management clients receive a world-class experience.

Requirements

  • Elite Client Service Experience: 2–4 years in a high-touch, relationship-based role. This could be from Private Banking, Luxury Hospitality, or a "Customer Success" role managing a book of business.
  • Financial Market Literacy: A strong grasp of investment products, market trends, and account types (Registered, Non-Registered, Corporate). You can talk to a millionaire about their portfolio without sounding scripted.
  • Case Management Excellence: Experience managing a personal "queue" of long-term requests. You are comfortable moving a client's request from "In Progress" to "Resolved" across several days, providing constant updates.
  • Omnichannel Professionalism: Mastery of phone, video, and written communication. You can pivot from a friendly check-in call to a detailed email explaining a complex transfer document.
  • Collaborative DNA: Experience working with internal stakeholders (like Sales or Compliance) to solve a client's problem behind the scenes.
Benefits
  • Competitive salary
  • Retirement savings matching plan using Wealthsimple for Business
  • 20 vacation days per year
  • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
  • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
  • Company-wide wellness days off scheduled throughout the year

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial market literacyinvestment productsaccount typescase managementqueue management
Soft skills
elite client servicerelationship managementcommunicationcollaborationproblem-solving