Agent, Client Experience - REMOTE (Weekends - 40hr/week)

OpenKrill; United States; Remote; USD 34,000 - 36,000; Full time

Benefits offered by this job

Paid Time Off

Health Benefits

Wealth Building: Group Savings

WFH Stipend

Partner Discounts

Job summary

Wealthsimple is Canada's leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple serves over 4 million Canadians and is headquartered in Toronto.

This is a 6-month contract starting November 23, 2026, with strong possibilities for extension and conversion to permanent full-time. The Hours: Full-time, 8-hour shifts, Wed-Sun.

Qualifications

• 1-2 years of high-volume customer service experience preferred.
• Genuine interest in personal finance and the stock market.
• Comfort juggling multiple browser tabs and Slack.
• Excellent written and verbal communication in English (French a plus).
• Willingness to embrace rotating schedule in a hyper-growth environment.

Responsibilities

• Voice of Wealthsimple: explain complex investment and personal finance concepts clearly.
• Own the client journey end-to-end, solving issues and supporting goals.
• Collaborate cross-functionally with Product and Operations to improve tools based on frontline insights.
• Master multiple financial platforms and establish fintech expertise.

Skills

Customer service

English communication

Tech-savviness

Curiosity about finance

Multitasking

Job description

BUILD SOMETHING PEOPLE LOVE

Wealthsimple is Canada's leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

Launch Your Fintech Career at Wealthsimple

Ready for a role that actually changes your trajectory? Our Client Operations team doesn’t just answer tickets; we solve complex financial puzzles and translate them into simple, human solutions. We are the operational engine powering Canada's largest fintech, and we are looking for sharp, ambitious problem-solvers to join us.

Your Daily Impact

• Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible.
• Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals.
• "Maker-Owner" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights.
• Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert.

- This is a 6-month contract starting November 23rd 2026, with strong possibilities for extension and conversion to permanent full-time based on business needs and your performance!

- The Hours: Full-time, 8-hour shifts. Fixed Wednesday to Sunday shifts - rotating between 8:00 AM and 8:30 PM. Training will be Monday to Friday for 4 Weeks (9am-5pm)

- The Location: REMOTE IN CANADA

Who You Are & What You Bring

• Experience: 1-2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support).
• Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!).
• Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed.
• Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!).
• Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment.

The Perks (Yes, even on a contract!)

• Paid Time Off: Generous vacation days and sick/mental health days so you can actually recharge.
• Health Benefits: Comprehensive coverage to keep you feeling your best.
• Wealth Building: Access to our Group Savings Account to accelerate your own financial goals.
• WFH Stipend: Cash to help optimize your hybrid home-office setup.
• Partner Discounts: Exclusive discounted rates for fitness studios and other lifestyle activities around the city.

40hrs guaranteed/week. English speakers start at $25/hr and Bilingual (En/Fr) at $26.50

WHY WEALTHSIMPLE?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
• 90 days away: work outside Canada for up to 90 days per year*
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
• We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work - whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement:

We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement:

We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know - we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring:

We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment - all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.