Wealthsimple

Senior Concierge Support Specialist

Wealthsimple

full-time

Posted on:

Location Type: Remote

Location: Canada

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Job Level

Senior

About the role

  • 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.
  • Act as the lead "Subject Matter Expert" for the team, handling our most sensitive, high-stakes relationships.
  • Beyond client management, you are a leader within the CX organization—mentoring junior associates, refining our service standards, and acting as a strategic partner to our Wealth Advisors to ensure our Wealth Management clients receive a world-class experience.

Requirements

  • Extensive Wealth Management Experience: 5+ years in Private Banking, Luxury Hospitality, or Relationship Management, . You have a deep understanding of the "White Glove" service standard.
  • Mentorship & Coaching: Some experience in a "Lead" or "Senior" capacity, where you have been responsible for the quality of work or professional development of others.
  • Project Management: Ability to lead side-projects (e.g., creating a new VIP onboarding flow or developing a Wealth Management feedback loop) while maintaining a personal book of clients.
  • Strategic Communication: You can deliver "tough news" to a high-value client or a senior executive with equal poise, clarity, and solutions-oriented thinking.
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
Wealth ManagementPrivate BankingRelationship ManagementProject ManagementClient Management
Soft skills
MentorshipCoachingStrategic CommunicationLeadershipSolutions-oriented thinking