Talent.com
Associate, Client Experience - Bilingual Only
Associate, Client Experience - Bilingual OnlyWealthsimple • Toledo, OH, US
Associate, Client Experience - Bilingual Only

Associate, Client Experience - Bilingual Only

Wealthsimple • Toledo, OH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Associate, Client Experience - Bilingual Speakers Only

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We're the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. Notre quipe de Succs Client travaille en troite collaboration avec toutes les parties de Wealthsimple, en apprenant les subtilits de la faon dont nous construisons nos produits, investissons l'argent des clients et, surtout, maintenons la satisfaction des clients grce un engagement direct. Chez Wealthsimple, nous sommes des crateurs-propritaires, nous croyons que la simplicit est mieux, et nous faisons ce qui est juste pour chaque client.

This is a contract position to start, contract end date is December 19th, 2025.

In This Role You'll Have The Opportunity To :

  • Offer an exceptional client experience, no matter what. You will need to build upon your existing investment, personal finance and stock trading knowledge.
  • You will have to explain investment, personal finance and stock trading concepts in a simple and accessible way.
  • Be accountable for meeting or exceeding daily volume targets, interacting with hundreds of clients each day through phone and chat in a live client support environment.
  • Be a key part in monitoring, facilitating and improving operational processes and working with our back-office to deliver an exceptional service to our clients.
  • Be flexible on work schedule, we may need you to work an earlier or later shift and also swap some Wealthsimple Wellness Days for other days in lieu.

We're Looking For Someone Who :

  • Wants to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission and are persistent in getting the job done.
  • Possesses a passion, curiosity, and energy for finance and investing. You understand the ins and outs of the wealth management, trading, and more importantly - know how to explain these concepts simply.
  • Thrives in client-facing situations. At Wealthsimple, our client always comes first, and we love the thrill of turning a client's frustration into a great experience.
  • Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions.
  • Is resilient because our journey will have its fair share of challenges to overcome.
  • Skills We're Looking For :

  • Bilingual - Strong written and verbal communication skills in both French and English.
  • Collaboration - Awesome people skills and a positive attitude. You will be interacting with hundreds of clients each day through a variety of channels (phone, email, presentations).
  • Proactive & assertive - Acts without being told what to do and is solutions driven. Takes full ownership over work and proactively seeks help and input when needed.
  • Ability to learn and establish themselves as an expert - Demonstrates a natural curiosity. Approaches all situations with a growth mindset, willing to explore, learn and establish themselves as an expert in critical areas of the role.
  • Strong written and verbal communication skills in English.
  • Mandatory Requirements :

  • Residency : You must reside in Canada. You must be legally entitled to work in Canada.
  • Availability : You must be available to work shifts, including weekends and holidays, between 8 : 00 AM and 8 : 30 PM.
  • Employment Commitment : You must be able to commit to a full-time contract position.
  • Chez Wealthsimple, nous valorisons la diffrence. Nous croyons que pour parvenir aux meilleurs rsultats, il faut des perspectives et des milieux diversifis. Nous crons un espace o toutes les voix peuvent tre entendues afin que nous puissions tous faire le meilleur travail de notre vie. Nous nous engageons l'ouverture, la curiosit et la cration d'une culture inclusive car nous savons que les quipes diversifies construisent de meilleurs produits et gnrent de meilleures ides. Nous encourageons fortement les candidatures de tous, indpendamment de la race, de la religion, de la couleur, de l'origine nationale, du sexe, de l'orientation sexuelle, de l'ge, de l'tat matrimonial ou d'handicap. Wealthsimple offre une exprience de candidature accessible. Si vous avez besoin d'accommodements ou d'ajustements tout au long du processus d'entrevue et au-del, veuillez nous en informer. Please submit your application by June 12th to be considered for this position. Why Wealthsimple? Competitive salary Retirement savings matching plan using Wealthsimple for Business Generous PTO offerings A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) We're a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions join us! Read our Culture Manual and learn more about how we work. Technology & Innovation at Wealthsimple We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI and tooling, to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

    [job_alerts.create_a_job]

    Client Experience Associate • Toledo, OH, US

    [internal_linking.similar_jobs]
    Seasonal Associate-Franklin Park PINK

    Seasonal Associate-Franklin Park PINK

    Victoria's Secret • Toledo, OH, United States
    [job_card.full_time]
    Description Who are we? Victoria's Secret & Co.NYSE : VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collections including signature bras, panties, lingerie, casual sleepwea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Seasonal Associate-Franklin Park VS

    Seasonal Associate-Franklin Park VS

    Victoria's Secret • Toledo, OH, United States
    [job_card.full_time]
    Description Who are we? Victoria's Secret & Co.NYSE : VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collections including signature bras, panties, lingerie, casual sleepwea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Customer Care Associate

    Remote Customer Care Associate

    TurboTax • Toledo, Ohio
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote-Community Associate- Bilingual

    Remote-Community Associate- Bilingual

    TurboTax • Toledo, Ohio, US
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. Get a $405 Certification bonus³.Work ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Part Time (20 Hours) Associate Banker, Bowling Green Downtown, Bowling Green, OH

    Part Time (20 Hours) Associate Banker, Bowling Green Downtown, Bowling Green, OH

    JPMorganChase • Bowling Green, Ohio, USA
    [job_card.part_time]
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Toledo, Ohio
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Spanish Bilingual Customer Service

    Remote Spanish Bilingual Customer Service

    Liveops • Toledo, Ohio, United States
    [filters.remote]
    [job_card.full_time]
    Ready to take control of your career? Say hello to Liveops where flexibility, freedom and meaningful opportunities are just a click away. Liveops is searching for dynamic, Spanish-English&...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Associate

    Sales Associate

    Aarons • Toledo, OH, US
    [job_card.full_time]
    Sales Associate The salary range for this role is $12.This position is also eligible for incentive pay based on performance. Sales Associates keep people smiling at Aaron’s.On our team, you’ll be a ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote M&A Associate - AI Trainer ($50-$60 / hour)

    Remote M&A Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Toledo, Ohio
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Entry-Level Currency Trader

    Remote Entry-Level Currency Trader

    Maverick Currencies • Toledo, OH
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Associate

    Tax Associate

    H&R Block • Toledo, OH, US
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Front Desk Sales Associate

    Front Desk Sales Associate

    PCRK Group • Toledo, OH, US
    [job_card.full_time]
    Join our team at Massage Envy as a.Massage Envy, using your skills to build relationships, promote our premium services, and convert inquiries into memberships and product sales.This is a high-ener...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Data Collection Representative

    Data Collection Representative

    RDSolutions formerly RetailData • Petersburg, MI, US
    [job_card.part_time]
    The retail industry continues to see unprecedented dynamics as it pivots to a true omni-channel shopping experience.Informed retailers are succeeding, and RDSolutions is providing them with the con...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Reimbursement Senior Associate

    Reimbursement Senior Associate

    CliftonLarsonAllen • Maumee, OH, US
    [job_card.full_time]
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Service Team

    Service Team

    Panda Restaurant Group • Rossford, OH, US
    [job_card.full_time]
    Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests. Thrive in a safe and supportive work...[show_more]
    [last_updated.last_updated_30]
    Remote Entry-Level Currency Trader Job in Toledo, OH | Full Time

    Remote Entry-Level Currency Trader Job in Toledo, OH | Full Time

    Maverick Currencies • Toledo, OH
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Bilingual (Spanish & English) Client Success Agent - Remote

    Bilingual (Spanish & English) Client Success Agent - Remote

    The Credit Pros • Toledo, OH, US
    [filters.remote]
    [job_card.full_time]
    Join The Credit Pros For A Full-Time Remote Opportunity.Unlock your potential in the thriving credit industry! Are you ready to take your career to new heights? At The Credit Pros, we believe that ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Team Leader

    Associate Team Leader

    H&R Block • Toledo, OH, US
    [job_card.full_time] +1
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_30] • [promoted]