# Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract)

**Company**: Wealthsimple
**Location**: Remote (Canada)
**Work arrangement**: remote
**Job type**: full-time
**Category**: Customer Service
**Industry**: Finance

**Apply**: https://jobs.ashbyhq.com/wealthsimple/5e349498-4914-47ca-83f8-2a868c05e7a5?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/agent-client-experience-toronto-on-hybrid-fixed-e8f83893-dc3/

## Description

Wealthsimple is looking for an Agent, Client Experience to join their team on a 6-month contract, with possibilities for extension and conversion to permanent full-time based on business needs and performance.

The successful candidate will be responsible for providing exceptional client experiences through live chat, live calls, and email, handling a steady flow of conversations from start to finish. They will help clients with their queries, listen closely, and communicate with clarity, warmth, and care.

Key responsibilities include:

- Spending workdays helping clients over live chat, live call, and email

- Handling a steady flow of conversations from start to finish

- Helping clients with their queries, from quick questions to complex issues with their investments or banking

- Listening closely, putting themselves in the client's shoes, and communicating with clarity, warmth, and care

- Owning every case taken on, digging into what's really going wrong, tracking down the answer, and following up

- Working to a set schedule and meeting clear targets for quality, productivity, and schedule adherence

- Building deep knowledge of Wealthsimple's products and financial concepts

- Using coaching and quality feedback to improve skills

The ideal candidate will have:

- Experience serving customers or clients in tech, hospitality, retail, financial services, or another field

- Sound judgement and the ability to make good calls quickly

- Strong emotional intelligence, including reading people well and staying composed when they're upset

- Clear, warm written and spoken communication in English

- Resourcefulness and determination to find answers on their own

- Fast, accurate typing and agility to move quickly between several tools and systems

- Comfort working to a set schedule and measurable targets

Nice to have:

- 1-2 years of experience in financial services

- Fluency in both English and French

Wealthsimple offers a range of benefits, including:

- Health Spending Account: $3,000/year

- Group Savings Plan: Wealthsimple makes an automatic 3% contribution and matches own contributions up to 1.5%

- Paid Time Off (PTO): Up to 20 vacation days per year + 1 paid sick day per month

- Work From Anywhere (WFA): Automatic pro-rated allowance of $75/month to cover home office expenses

- IT Equipment: MacBook provided, plus monitor, keyboard, mouse, adapter, and headset as a gift

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## Skills

### Required
- customer service
- emotional intelligence
- communication
- problem-solving
- time management
- French

### Nice to have
- financial services

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Source: [Apply at jobs.ashbyhq.com](https://jobs.ashbyhq.com/wealthsimple/5e349498-4914-47ca-83f8-2a868c05e7a5?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)