Source Job

• 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 exceptional customer service by identifying banking needs and providing accurate guidance on EQ Bank's products.
• Handle large volumes of inbound calls and chats while meeting service standards and resolution SLAs.
• Own the digital onboarding experience, resolve issues, and escalate complaints to ensure a seamless customer journey.

EQ Bank is a challenger bank serving nearly 4 million Canadians with a wide variety of financial services. We've been challenging traditional banking since 1970 with a culture of curiosity, agility, and empowerment.

• 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.

• 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.

• 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.

• Answers a high volume of service calls, chats, and emails regarding eMoney applications.
• Provides technical and planning product support to advisors and assists with financial planning scenarios.
• Escalates complex issues to tier two teams and maintains high call quality and professionalism.

eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.

• 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.

• 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.

• Part of the operations team responsible for client relationship management across multiple offices.
• Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
• Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.

Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.

• Investigate and resolve invoice-related queries with clear explanations and timely solutions.
• Own client inquiries from initial investigation through final resolution, coordinating with internal teams as needed.
• Analyze trends and identify process gaps to recommend data-driven improvements that strengthen customer success.

The company provides operational support for client inquiries and platform-related issues in a globally distributed environment. It is a small to medium-sized team focused on customer experience, continuous improvement, and collaboration across Finance, Product, and HR Operations.

• Lead a multi-team organization of Operations Managers responsible for accurate and compliant execution of money movement flows.
• Translate high-level organizational strategy into actionable operational plans and drive continuous improvement.
• Serve as a strategic link between frontline operations and cross-functional leadership, including Product, Engineering, and Legal.

Human Interest is a fintech company that makes retirement savings accessible to small and medium-sized businesses. It is a high-growth company backed by major investors, with a mission-driven culture focused on closing the retirement gap.

• Validate Bank Partner Invoices and coordinate Program Change Requests (PCRs) for bank review and approval.
• Serve as the day-to-day contact for administrative inquiries from banking partners and support strategic initiatives.
• Collaborate cross-functionally to drive process improvements and optimize stakeholder engagement.

Marqeta is a card issuing platform that enables embedded finance for companies to issue cards and manage payment operations. They are a publicly-traded company with a Flex First culture and values focused on customer success and innovation.

• Coordinate cash pickups with armored couriers and reconcile daily transactions.
• Serve as primary customer contact for pickup schedules and cash handling procedures.
• Support smart safe technology rollout and banking back office functions.

LeafLink is the largest B2B cannabis platform, providing tools for licensed businesses to manage operations. They process over $5B annually and have been recognized as a top workplace and fastest-growing company.

• Serve as the primary point of contact for a portfolio of customers, managing day-to-day operational needs and ensuring smooth program execution.
• Document and improve operational processes, create templates and playbooks, and support senior Account Managers with customer-facing materials.
• Perform data analysis to surface customer trends and program health metrics, partnering with cross-functional teams to resolve issues.

Marqeta is a leader in the fintech space, redefining financial services and embedded finance. The company is growing fast and values a collaborative, inclusive culture with a focus on innovation and customer success.

• Foster positive customer relationships through day to day interaction
• Respond to high priority voice and email requests
• Provide status updates on orders

Clear Capital provides valuation products for the real estate industry, aiming to exceed customer expectations. The company emphasizes a culture of integrity, kindness, and attention to detail, with programs to celebrate tenure and career development.