Associate of Account Security & Risk Client Experience, Wealthsimple
Bilingual
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Experience and Expertise: At least 1 year of experience in financial services, ideally bringing experience with fraud and/or credit card disputes. You should have a solid understanding of financial fraud mechanisms and be ready to apply this knowledge strategically
- Attention to Detail and Strategic Thinking: Your keen eye for detail and ability to think strategically will be invaluable in navigating complex situations
- Resourcefulness in a Fast-Paced Environment: You thrive in dynamic settings, showing persistence and adaptability no matter the challenge
- Communication and Analytical Skills: Excellent communication skills, both written and verbal, paired with strong analytical abilities and an eye for detail, are essential
- Collaboration and People Skills: Your positive attitude and excellent interpersonal skills will help you effectively interact with hundreds of clients daily through various channels, including phone, email, and presentations
- Proactivity and Ownership: You are proactive and solutions-driven, taking initiative and ownership of your work. You seek help and input when needed, always aiming for the best outcomes
- Curiosity and Growth Mindset: With a natural curiosity and a growth mindset, you approach all situations ready to learn and establish yourself as an expert in the critical areas of your role
- Asset; Bilingual Proficiency: Strong written and verbal communication skills in French and English are considered an asset, enabling you to effectively connect with a diverse client base
What the job involves
- NOTE: THIS IS A CONTRACT ROLE - START DATE AUGUST 5TH, 2025 END DATE DECEMBER 19TH, 2025 (POSSIBILITY TO EXTEND)
- 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
- The Account Security & Risk Client Experience Team at Wealthsimple is the vital front line between our clients and the Fraud Investigations team
- As part of our dynamic Security & Risk CXO Group, this team is integral to safeguarding client accounts and maintaining the central trust of Wealthsimple’s services
- This is an exciting and fast-paced environment where team members thrive on managing high-risk situations and client escalations with urgency and empathy
- If you’re passionate about security and client satisfaction and want to be part of a team at the forefront of fraud prevention and detection, this is the place for you
- Join us in making a tangible impact every day while enjoying the camaraderie and support of driven and dedicated colleagues
- Deliver Exceptional Client Experiences: Serve as a crucial point of contact for clients, managing both challenging escalations and everyday queries with empathy. Your role is vital in transforming a client's tough day into a positive experience
- Work on Investigations: Support detailed investigations into suspected financial crime through information gathering and collaboration with clients and internal teams. Communicate directly with clients to resolve cases, using critical thinking and pattern detection to uncover fraudulent activities
- Utilize Tools and Enhance Operations: Use our internal systems to gather information and collaborate with internal stakeholders
- Achieve Targets and Adapt to Schedules: Engage with numerous clients daily, consistently meeting volume goals while providing high-quality support. Be flexible with your schedule to meet client needs, including early, late, or weekend shifts
Application process
- PLEASE SUBMIT YOUR APPLICATION BY JUNE 12TH TO BE CONSIDERED.
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$547.8m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $849.6m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
Salary benchmarks
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