Senior Business Analyst - WealthTech Client Support (Hybrid)

d1g1t; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A fast-growing Fintech startup is seeking an experienced Business Analyst to support our client service teams in Toronto. You will provide client support, triage requests, and work collaboratively to enhance the client experience. The ideal candidate has a strong background in financial services, exceptional communication skills, and a commitment to client success. Join us to shape the future of wealth management technology in a dynamic work environment.

Benefits

Competitive compensation package

Comprehensive healthcare benefits

Flexible hours and hybrid-work policy

Continuing Education Allowance

Fitness and Wellness Credit

Qualifications

• 2 - 5 years of relevant client support experience, ideally in financial services or investment management.
• Ability to guide and support team members as needed.
• Entrepreneurial mindset with desire to make a difference.

Responsibilities

• Provide client support on functional and data-related matters.
• Triage production support requests and communicate with clients.
• Oversee daily reconciliation process and participate in the software delivery.

Skills

Client support experience

Analytical skills

Communication skills

Problem-solving

Attention to detail

Interest in finance

Education

Undergraduate degree with a quantitative or business focus

Job description

About d1g1t

d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory lifecycle, d1g1t provides wealth management firms with a whole new set of capabilities they’ve never had before. Headquartered in Toronto, the company was founded and is led by an experienced financial technology team who have developed leading enterprise portfolio systems for many of the world’s banks, institutional asset managers, hedge funds and regulators.

d1g1t's leadership is being recognized across the industry. We are proud to be ranked among Canada’s Top Growing Companies by The Globe and Mail and have been selected by RBC Wealth Management to enhance their technology infrastructure. This is a unique opportunity to work with our cutting-edge, institutional-grade platform as we scale, offering a hands-on role in shaping the next generation of wealth management technology.

Job Summary

This is a hybrid role which requires in office presence 2 days per week in downtown Toronto.

We are looking for an experienced Business Analyst to join our client service teams. Our client service teams are multi-disciplinary teams providing implementation and support services to our clients including subject matter expertise in client business & wealth management industry, financial modeling, d1g1t functional use and operation, data analysis, system architecture, integration and information technology. In this role, you will focus on production client support, providing leadership and expertise to the team and existing clients.

We want a motivated individual that is a team player and wants to continue to learn, grow, and make an impact. This is a unique opportunity to join a young and fast-growing team building a product from the ground up. You will be working directly with our clients - portfolio managers and operations people at wealth management firms. They are smart and demanding and you will need to work hard to meet their expectations.

Responsibilities

• Provide client support on most functional and data related matters
• Triage production support requests for pushing to the correct teams and action
• Provide subject matter expertise and support to the team on production client support.
• Communicate with clients on their questions and issues. Ability to be an escalation level for clients.
• Oversee daily reconciliation process
• Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users
• Help build the best possible experience for our clients
• In collaboration with the team, understand client current and future requirements
• Maintain knowledge base & internal documentation that would enable effective client support & improve client experience
• Act as a strategic partner to product teams
• Identify product requirements that would drive operational efficiencies

Skills and Experience

• Undergraduate degree with a quantitative or business focus
• 2 - 5 years of relevant experience. Previous client support experience required including experience answering and guiding client questions and concerns. A strong preference for experience in financial services or investment management.
• Ability to guide and support team members as needed
• Strong initiative and proactive problem solver
• Exceptional attention to detail and strong analytical skills are a must.
• Strong communication and active listening skills.
• Passionate about client success and supporting clients
• Strong interest in finance and wealth management space with the desire to learn
• An entrepreneurial and resourceful mindset with an ability and desire to make a difference.

What you will learn

• How to effectively and efficiently manage a production support team
• Gain an immersive understanding of the data and processes used to power a state-of-the-art portfolio analytics system
• Gain a practical understanding of wealth management, portfolio management and trading practices
• Gain an understanding of how a fintech software works through features, bugs, and development cycles.

Perks of working at d1g1t

• Excellent opportunity to join a fast-growing Fintech startup
• Working in a culture of collaboration and innovation where your voice is valued and given importance.
• Competitive compensation package with bonus and comprehensive healthcare benefits
• Employee and Family Assistance Program
• Fitness and Wellness Credit
• Continuing Education Allowance
• Flexible hours and hybrid-work policy (2 days a week in the office)
• Ability to work abroad for up to 2 months in a year (some conditions apply).
  

In our most recent Employee Experience Survey, employees rated Diversity & Inclusion at d1g1t Inc. as one of our strengths! d1g1t Inc. celebrates diversity in its workforce structure and encourages applications from all backgrounds.

We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

We understand that looking for a new opportunity can be time-consuming. We truly appreciate your time in going through our job posting and applying for a position with us!!