Client Experience Operations Agent – Collections

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💳 Fintech

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Fintech • Banking • Finance

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Handle sensitive client interactions regarding negative balances, failed deposits, or reversed transfers with empathy and respect. • Own the recovery journey end-to-end, investigating account issues and mapping out repayment plans. • Spot trends in failed transfers or account friction and work with Operations and Product teams to improve systems. • Master banking operations, clearing systems, and recoveries compliance, establishing yourself as a fintech expert.

🎯 Requirements

• 6 months to 1 year of direct experience working in collections or recoveries (whether at a third-party agency, a bank, or in-house). • Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!). • Investigative mind – dig into the ledger and transaction history to figure out exactly how an account got into the red. • Comfortable juggling multiple browser tabs and leveraging keyboard shortcuts for maximum speed. • Resilient to bounce back quickly from tough conversations.

🏖️ Benefits

• Paid Time Off: Generous vacation days and sick/mental health days so you can actually recharge. • Health Benefits: Comprehensive coverage to keep you feeling your best. • Wealth Building: Access to our Group Savings Account to accelerate your own financial goals. • WFH Stipend: Cash to help optimize your remote home-office setup. • Partner Discounts: Exclusive discounted rates for fitness studios and other lifestyle activities.