Customer Experience (CX) Specialist

Nest Wealth Asset Management; Toronto; Remote; CAD 55,000 - 65,000; Full time

Job summary

A leading company in digital wealth management is seeking a Customer Experience Specialist to join their dynamic CX team. This role involves enhancing client experiences, managing communications, and contributing to the development of customer experience tools. Ideal candidates will have experience in client support within financial services and a proactive, detail-oriented approach. The position offers a remote-first culture, competitive compensation, and professional development opportunities.

Benefits

Competitive compensation

Health benefits

Flexible PTO

Professional development opportunities

Support for growing families

Qualifications

• 2+ years of experience in a client support role within financial services.
• Excellent people skills and a proactive approach.
• Ability to thrive in fast-paced environments.

Responsibilities

• Enhance client experience by assisting with onboarding and account openings.
• Document insights from client interactions to improve teams.
• Manage customer communications and ensure timely responses.

Skills

Client support

People skills

Detail-oriented

Technologically savvy

Tools

CRM software

Excel

Financial planning tools

Job description

Nest Wealth is Canada’s largest independent digital wealth management platform, offering both direct-to-investor and advanced business-to-business solutions. It became part of Objectway Group in January 2024.

Objectway is an international group with over 30 years of expertise in wealth, banking, and asset management software. With strategic partnerships with over 250 leading firms across more than 15 countries, Objectway empowers clients to modernize and streamline their digital technology and operations.

With a team of over 800 professionals across Italy, UK, Belgium, Germany, Switzerland, Ireland, and North America, the Group supports approximately 100,000 investment professionals managing over €1 trillion in assets. We value our culture and people highly, having received multiple awards including 'Great Place to Work' and recognition as a top scaling startup in Canada by CIX.

We are seeking a Customer Experience Specialist to join our small but dynamic CX team. This role offers the opportunity to support our clients and provide valuable feedback to enhance their experience.

What you'll do as a CX Specialist

1. Enhance client experience by assisting with onboarding, account openings, asset transfers, and deposit requests.
2. Document insights from client interactions to improve product, support, and engineering teams.
3. Manage customer communications, ensuring timely responses and resolutions.
4. Contribute to the development of customer experience tools, processes, and policies.

This role could be a good fit if

• You have 2+ years of experience in a client support role within financial services.
• You possess excellent people skills and strive to delight customers.
• You are proactive, detail-oriented, and thrive in fast-paced environments.
• You are technologically savvy and eager to build your skills.

Bonus points if you have:

• Experience in a tech startup or financial services environment.
• Knowledge of CRM software, Excel, or financial planning tools.
• Fluency in French and English.

Our interview process includes:

• A 30-minute introductory interview with HR.
• A 45-minute meeting with the Director of Success & Manager of Client Experience & Support.
• A 45-minute session with the team.

What we offer:

Remote-first culture across Canada, competitive compensation, health benefits, flexible PTO, professional development opportunities, and support for growing families.

We are committed to diversity and inclusion, welcoming applications from all abilities. Accommodations are available upon request.

Our target salary range is CAD 55,000 - 65,000 annually, with potential bonuses based on performance.