Concierge Support Specialist
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See open jobs at Wealthsimple.See open jobs similar to "Concierge Support Specialist" Work In Tech.Customer Service
Canada
CAD 25-31.25 / hour + Equity
What We’re Looking For:
- The "White-Glove" Mindset: You understand that for a Wealth Management client, "fast" isn't enough—it has to be "right" and "proactive." You anticipate needs before the client asks.
- Investment-Savvy Communicator: You can explain complex concepts—like why a trade settled a certain way or how a specific promotion works—in a way that is sophisticated yet simple.
- Radical Accountability: If a client has an issue, you own it. You don't "pass the buck" to another department; you coordinate with them and stay as the client’s main contact until the finish line.
- Bias for Urgency: You treat a Wealth Management client’s request with the gravity it deserves.
- Grace Under Pressure:Wealth Management clients can have high expectations. You remain calm, empathetic, and professional even when navigating sensitive financial frustrations.
What You’ll Bring: Requirements
- Elite Client Service Experience: 2–4 years in a high-touch, relationship-based role. This could be from Private Banking, Luxury Hospitality, or a "Customer Success" role managing a book of business.
- Financial Market Literacy: A strong grasp of investment products, market trends, and account types (Registered, Non-Registered, Corporate). You can talk to a millionaire about their portfolio without sounding scripted.
- Case Management Excellence: Experience managing a personal "queue" of long-term requests. You are comfortable moving a client's request from "In Progress" to "Resolved" across several days, providing constant updates.
- Omnichannel Professionalism: Mastery of phone, video, and written communication. You can pivot from a friendly check-in call to a detailed email explaining a complex transfer document.
- Collaborative DNA: Experience working with internal stakeholders (like Sales or Compliance) to solve a client's problem behind the scenes.
This job is no longer accepting applications
See open jobs at Wealthsimple.See open jobs similar to "Concierge Support Specialist" Work In Tech.