Client Success Manager

il y a 24 jours

🏄 California – Remote

Bien que cet emploi soit listé dans California, cette entreprise pourrait être ouverte à l'embauche distante dans d'autres états.

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🏆 Customer Success

Postuler

Recevoir des Emails avec des Emplois Similaires

Wealthsimple

Site WebLinkedInTous les Emplois

Finance • Fintech • Investing

Wealthsimple est une entreprise de technologie financière basée au Canada qui propose une gamme de services d'investissement et financiers. Elle offre des options d'investissement gérées avec des portefeuilles personnalisés adaptés aux objectifs individuels, ainsi qu'un investissement autogéré pour prendre le contrôle du trading d'actions, d'ETF et de cryptomonnaies sans commission. Wealthsimple propose également des comptes épargne à intérêt élevé, divers comptes d'épargne-retraite, et un ensemble complet d'outils pour la gestion des finances personnelles. Avec plus de 3 millions d'utilisateurs, ils mettent l'accent sur des frais réduits, la transparence et des conseils financiers personnalisés.

501 - 1000 employés

Fondée en 2014

💸 Finance

💳 Fintech

💰 Private Equity Round en 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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