[Remote] Client Success Manager, Wealthsimple for Business at Wealthsimple

Remote

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Can provide best in class Client relationships, matching problem solving skills with a deep Client empathy
Ability to adjust communications and support to different audiences and their needs
Superior time management, task prioritization, organizational and communication skills
Bilingual – fluent in both writing and speaking in French
Experience in Group Savings & Retirement / Pension industry

Responsibilities

Orchestrate seamless onboarding experiences for new plan sponsors, establishing strong foundations for long-term partnerships
Expertly manage HRIS/payroll integration processes, ensuring accurate data flow and system compatibility
Drive industry-leading employee plan adoption rates through strategic communication campaigns and engaging educational initiatives
Lead complex plan transfers from legacy providers with precision and care, coordinating cross-functional teams while providing clients with transparent milestone updates
Empower plan administrators through comprehensive platform training, equipping them with the knowledge to maximize their Wealthsimple tools
Support clients with plan governance — ensuring that plan documentation, processes, and communications align with legislative requirements and best practices
Provide insights and reporting on plan health, participation, and key success metrics
Cultivate strong client relationships through proactive service, anticipating needs and delivering personalized support
Resolve technical issues with urgency and ownership, transforming challenges into opportunities to demonstrate our commitment to excellence
Think strategically and put our Clients at the center of your work, making sure they are well taken care of, informed, and satisfied with the platform and related services
Contribute to process improvements and internal initiatives that enhance client experience and operational efficiency

Skills

Key technologies and capabilities for this role

Client SuccessOnboardingHRIS IntegrationPayroll IntegrationEmployee EngagementCommunication CampaignsPlan TransfersCross-Functional CoordinationAdmin PortalFintech

Questions & Answers

Common questions about this position

What is the employment type for this Client Success Manager role?

This is a permanent full-time position.

Is this Client Success Manager role remote or office-based?

This information is not specified in the job description.

What skills and experience are required for the Client Success Manager position?

Candidates should have the ability to provide best-in-class client relationships, orchestrate onboarding, manage HRIS/payroll integrations, drive employee adoption, lead plan transfers, deliver platform training, support plan governance, provide insights and reporting, cultivate client relationships, resolve technical issues, and contribute to process improvements.

What is the company culture like at Wealthsimple?

Wealthsimple values collaboration, humility, simplicity, and creating inclusive high-performing teams where people are inspired to do their best work, with teams that ship often and make an impact with groundbreaking ideas.

What makes a strong candidate for the Client Success Manager role at Wealthsimple for Business?

A strong candidate can provide best-in-class client relationships, put clients at the center of their work, think strategically, manage onboarding and integrations expertly, drive adoption, and contribute to process improvements while demonstrating ownership and proactive service.

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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