Senior Concierge Support Specialist

Wealthsimple(25 days ago)

RemoteFull TimeSenior$112,822 - $152,051 (estimated)Customer Experience

About this role

The Senior Specialist for Wealth Management at Wealthsimple serves as the highest tier of human support for high-value wealth clients. The role functions as a subject matter expert and key escalation point, managing the most sensitive and high-stakes client relationships. It also plays a leadership role within the CX organization, mentoring junior associates and partnering strategically with Wealth Advisors and Portfolio Managers. The position focuses on ensuring Wealth Management clients receive a consistent, white-glove, world-class service experience.

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Required Skills

Client Management
Wealth Management
Relationship Management
Customer Escalations
Conflict Resolution
Process Improvement
Cross Functional Collaboration
Operational Excellence
Mentoring
Coaching

+5 more

About Wealthsimple

wealthsimple.com

Wealthsimple is a Toronto-based fintech that offers a consumer finance platform combining automated investing, commission-free trading, banking (high‑interest chequing and savings), and a cash‑back credit card. It provides low‑fee managed portfolios (robo‑advisor) alongside access to human financial planners, tax and retirement tools, and investment products designed for long‑term wealth building. The company emphasizes simple digital experiences, accessible pricing, and integrated services as an alternative to traditional banks, serving customers primarily in Canada, the U.S., and the U.K.