Client Success Manager

November 10

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Wealthsimple

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Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• 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.

🎯 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.

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 20 vacation days per year and unlimited sick and mental health days • Up to $1,500 per year towards wellness and professional development budgets respectively • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) • Company-wide wellness days off scheduled throughout the year