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.
Deliver outstanding technical assistance to customers via phone, email, and chat while taking ownership of timely solutions
Build knowledge of evolving software and private markets industry to be a go-to expert and guide customers to success
Work closely with Customer Success Managers, Product Managers, and Software Engineers to identify and implement solutions for customers
Juniper Square is an operations partner for private markets, unifying technology, data, and fund administration into a single platform. With over 1,000 employees and $350M+ in funding, the company fosters a culture of ambition, collaboration, and high standards.
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.
Act as a key liaison for clients, ensuring total satisfaction and providing ongoing support.
Develop customized financial plans for clients, covering budgeting, debt reduction, investing, and retirement.
Collaborate with a team of like-minded individuals to share financial knowledge and strategies.
We tackle financial illiteracy worldwide, helping clients progress financially. We are a diverse team committed to excellence, offering training and online tools to support career growth.
Provide customer support primarily through live chat and email, handling account access, servicing, identity verification, and transactions.
Identify recurring customer friction and collaborate with Product, Engineering, and Operations teams to improve macros, workflows, and help content.
Prioritize work based on customer impact, urgency, and service-level expectations while maintaining empathy and clarity.
Fabric by Gerber Life builds financial products designed to make planning for the future simpler and more accessible for families. The company operates as a financial services and mobile app platform, fostering a culture of clarity, confidence, and care.
You will provide customer support for branch banking applications, including troubleshooting and issue resolution.
You will manage service requests, track actions, and ensure timely communication.
You will collaborate with teams and vendors to improve products and processes.
They provide branch banking products and services to financial institutions. They foster a collaborative environment focused on learning, professional growth, and continuous improvement.
Provide technical support and troubleshooting for brokerage customers using the Back Office product via email, phone, and chat.
Monitor and manage your own case workload and backlog, prioritizing and triaging as needed.
Work with peers to troubleshoot and resolve issues and share product knowledge.
Lone Wolf Technologies simplifies real estate transactions by providing a seamless digital lead-to-close experience for agents, brokers, and their clients. They are committed to supporting real estate professionals while building a diverse and inclusive workplace that celebrates individuality.
Provide concierge-level technical and client support across Mercer Advisors' technology ecosystem.
Manage support requests through ticketing systems, configure user access, and resolve system issues.
Collaborate with product, engineering, and operations teams to enhance systems and document processes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. They serve over 42,800 families across the U.S., with a culture that values flexibility, diversity, and exceptional talent.
Support senior advisors in delivering personalized financial plans and client service.
Learn to converse with individuals, families, or business owners about financial goals and create roadmaps to achieve them.
Develop skills in retirement planning, wealth accumulation, college planning, investments, and insurance through a flexible schedule.
Davis Family Financial LLC takes an educational approach to finances, delivering expertise to people from all backgrounds and partnering with Fortune 500 companies to provide complimentary financial plans. The company offers a training program for entry-level financial professionals, with potential for management and leadership roles.
Provide Tier 1 digital banking support via calls and emails, troubleshooting access and account issues.
Identify cross-sell opportunities and assist with new account openings to support deposit growth.
Maintain accurate documentation and meet performance metrics like First Call Resolution and Customer Satisfaction.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services with a focus on sustainability, including solar loans and ethical banking. As a Certified B Corporation and member of 1% for the Planet, the bank is mission-driven and committed to environmental and social justice, with a team of goal-setters and changemakers.
Own customer communications across chat and email, handling complex Treasury/Invest topics.
Educate customers on product functionality and address escalated issues with swift resolution.
Use customer insights to spot trends, propose improvements, and help scale support infrastructure.
Mercury is building the complete finance stack for startups, helping founders spend less time on money infrastructure. With over 300,000 businesses trusting them, they are launching Mercury Treasury in 2026 and expanding their team.
Answer customer calls and assist with troubleshooting web, mobile, and terminal issues.
Develop extensive knowledge of frontend portals, Benefits POS app, and i9000s terminals.
Communicate effectively across teams and learn various systems to support customer inquiries.
NationsBenefits is a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. They offer a fulfilling work environment and attract top talent across multiple locations in the US, South America, and India.
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.
Provides front-line technical support for high-visibility partners 24/7/365, ensuring issue intake, triage, and resolution.
Documents and prioritizes incoming issues, follows escalation procedures, and collaborates with Technology, Client Services, and Partner Integration teams.
Maintains operational continuity and meets contractual SLAs while delivering exceptional partner support experience.
U.S. Bank is a financial institution that helps customers and businesses make better financial decisions and supports community growth. It fosters a culture where each person's unique potential is valued and encouraged.
Provide exceptional inbound customer service for Lloyds Banking Group, handling queries such as bank transfers, direct debits, and digital banking support.
Take ownership of customer issues, resolve problems effectively, and ensure a positive experience while following regulatory requirements.
Work remotely with a flexible schedule between 08:00-22:00, Monday-Sunday, after completing a 2-week remote training period.
Teleperformance is a global contact centre company that provides customer service solutions for a range of household-name clients. They are a large employer focused on employee experience and development, with a fast-paced and supportive work culture.
Provide best-in-class customer support via email, chat, and phone for Xplor's software products.
Document all customer interactions and escalate complex issues following company policies.
Meet or exceed personal KPI targets for performance metrics while maintaining high customer satisfaction.
Xplor provides cloud-based, intuitive technology solutions for small and medium-sized businesses, enabling them to manage business operations and payments. The company serves over 130,000 businesses globally and fosters a culture of growth, diversity, and inclusion with core values like 'Find a better way' and 'Win together'.
Develop deep customer understanding and manage onboarding projects from inception to go-live.
Serve as key point of contact, build relationships, and document process flows.
Lead multiple implementation projects, connecting product teams and customers for timely delivery.
Capital Markets Gateway is a fintech transforming global equity capital markets through data and connectivity. Founded in 2017, backed by top financial institutions, with nearly 150 buy-side firms and 22 investment banks using its platform.