You will act as the voice of Wealthsimple, breaking down complex financial concepts for clients.
You will own the client journey end-to-end, solving strategic problems.
You will work with a maker-owner mindset, improving tools based on front-line insights.
Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products across investing, trading, cryptocurrency, tax filing, spending, and saving. The company serves over 4 million Canadians, holds over $155 billion in assets, and employs over 1,500 people across North America with a hybrid team culture.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Manage communication channels with global financial planners, ensuring timely responses and issue escalation.
Run recurring audits of tools and systems, maintaining data hygiene and implementing fixes as needed.
Support onboarding for new planners, provisioning tools and ensuring full admin configuration before they start.
LearnLux is a leading provider of workplace financial wellbeing, offering fiduciary digital planning and one-on-one guidance from Certified Financial Planner professionals. They are a venture-backed company with over $35M raised, focusing on growth and scale, and maintain a fast-paced, quality-driven culture.
You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
You will resolve client issues, triage tickets, and communicate proactively with clients.
You will mentor team members, drive process improvements, and support implementations.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.
Respond to client requests with timeliness and accuracy
Assist Advisors with client meeting prep and follow-up tasks
Process account openings, transfers, and manage brokerage tasks
ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.
Manage daily settlement pipeline and exception reporting for payment setup and clearing process.
Communicate with creditors and agencies to clear payment exceptions and uncleared payments.
Support acquisition of required documentation for payment remittance and maintain deposit account balances.
Beyond Finance helps Americans escape debt and achieve financial stability through personalized financial solutions. They have helped over 1 million clients and foster a collaborative, forward-thinking culture.
Support Sky Road product suite client trade workflows, onboarding, and troubleshooting daily support issues.
Document and develop enhanced support processes for trade workflows, templates, and permission models.
Coordinate with project management and development teams to ensure client experience success.
Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, professionals across hedge fund, investment banking, management consulting, and law firm verticals rely on Octus to make confident decisions in fast-moving credit markets, and the company hires growth-minded innovators globally.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Deliver timely, responsive support for new and existing clients, ensuring a smooth transition from implementation through ongoing service.
Maintain accurate client benefit information across systems, providing reliable documentation for operational teams.
Collaborate effectively with Sales, Operations, Client Care, carriers, and vendors to resolve requests and support client needs.
Health Advocate is a leading provider of health advocacy, navigation, well-being, and integrated benefits programs, helping members navigate healthcare complexities. The company is part of Teleperformance in the US, employs a team of compassionate experts, and has been recognized as a top workplace by Fortune, with numerous customer service awards.
Administer a portfolio of trust and private client entities, ensuring all client deliverables are completed accurately and on time.
Build and maintain strong relationships with clients and internal stakeholders while delivering a high standard of client service.
Maintain accurate client records, prepare documentation, and ensure all activities comply with internal policies and regulatory requirements.
IQEQ is a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. They employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration exceeding US$857 billion.
Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
Utilize internal and external resources to stay current on industry changes and recommend process improvements.
LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.
Manage daily settlement pipelines, payment setup processes, and exception reporting to ensure accurate and timely payment execution.
Communicate with creditors, agencies, law offices, and external partners through phone and email to resolve payment exceptions and outstanding issues.
Collect and validate required documentation, review banking ledgers, and maintain accurate client records in CRM systems.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They foster a collaborative remote work environment focused on community, connection, and belonging.
Perform general administrative and clerical duties for retirement plan operations, including data entry and document preparation.
Assist with processing benefit distributions and participant loans while ensuring accuracy and completeness.
Support team members with special projects and communicate professionally with internal and external contacts.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies and certified as a Great Place to Work, they emphasize accuracy, compliance, and regulatory risk reduction.
Serve as a primary liaison between advisory teams and WealthTech platform support teams for daily usage and issue resolution.
Provide baseline training and maintain training materials for advisors on platform navigation and workflows.
Identify areas for platform improvement by analyzing advisor feedback and usage trends.
Focus Partners Wealth provides wealth, asset, and business management resources to clients at every stage of life. With over $180 billion in regulatory assets under management, the company uses research-backed investment strategies to create custom portfolios.
Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
Document and improve operational processes, creating templates and playbooks to support the Account Management team.
Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.
Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.
Assist clients and broker partners by being the first point of contact on service needs and issues.
Process operational requests such as funds distributions, journals, account updates, and ACATs initiation.
Research and resolve client issues related to forms, transfers, and other operational items.
Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. The company is backed by $400 million in funding and has a global team of 400+ members.
Reconcile benefit deductions, upload vendor bills, and perform monthly benefit audits to ensure accuracy.
Assist with HSA, COBRA, STD pay processes, employee inquiries, and updating Benefits webpages.
Consistently look for ways to improve system efficiencies and support Wellness Program communications.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. Since 2011, the company has grown to over 1,200 employees, built strategic partnerships, and serves as a trusted advisor to more than 6,200 customers with a strong culture and collaborative environment.
Acknowledge incoming referrals and set initial client meetings to support regional sales leadership.
Process leads in company systems and coordinate with central support teams on sales activity.
Execute multiple projects with high attention to detail, including plan proposals and deliverable completion.
Wealth Enhancement is an independent wealth management firm specializing in personalized financial planning and investment management. The company serves over 90,000 households from more than 175 offices nationwide, with a culture focused on team-based processes and attentive service.
Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.
Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.