Wealthsimple
Customer Success Manager, Wealthsimple for Business
NewPayCompetitive
LocationToronto/Ontario
Employment typeFull-Time
What's your preference?
Job Description
- Req#: 3e744a1b-26cc-4eb8-9915-29c4ace0a25b
Employer Industry: Fintech
Why consider this job opportunity:
- Competitive salary with top-tier health benefits and life insurance
- Retirement savings matching plan using the employer's Work platform
- 20 vacation days per year and unlimited sick and mental health days
- Up to $1,500 per year towards wellness and professional development budgets
- 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
- Remote-first team with over 1,000 employees across North America
What to Expect (Job Responsibilities):
- Onboard new customers, including working with Plan Sponsors and Admins to set up Group Accounts and manage platform integrations
- Drive adoption of the employer's services with customers' employees by providing instructions and training on Group Retirement Savings Plans (GRSP) and financial wellness
- Manage the transfer of existing Group Plans to the employer's platform
- Provide ongoing support and expertise on the Wealthsimple for Business platform, highlighting key features and functionality
- Proactively reach out to customers to share best practices, optimizations, and general account management
What is Required (Qualifications):
- Bilingual – fluent in both writing and speaking in French
- Experience in the Group Retirement/Pension industry
- Superior time management, task prioritization, and communication skills
- Ability to adjust communications and support to different audiences and their needs
- Strong problem-solving skills matched with deep customer empathy
How to Stand Out (Preferred Qualifications):
- Previous experience in customer relationship management within the financial services sector
- Familiarity with financial wellness programs and their implementation
- Proven track record of driving customer engagement and satisfaction
- Experience working with cross-functional teams in a tech-driven environment
#Fintech #CustomerSuccess #CareerOpportunity #RemoteWork #FinancialWellness
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
Wealthsimple Inc. is a Canadian online investment management service focused on millennials.