Senior Concierge Support Specialist Canada Operations
Remote regions
CanadaBenefits
4w PTO
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The Ideal Candidate:
- You excel as an 'Escalation Lead', adept at de-escalating situations with high-value clients.
- You function as a 'Process Optimizer,' identifying and addressing the root causes of issues.
- You serve as an 'Advisory Partner,' collaborating with Portfolio Managers and Advisors.
Qualities We Seek:
- You bring extensive Wealth Management experience, exceeding 5 years in roles like Private Banking or Relationship Management.
- You have mentorship and coaching experience, contributing to the professional growth of others.
- You possess the capability to lead side projects while managing a personal client portfolio.
Wealthsimple
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.