Client Experience Associate - Tax (6 month contract)

Toronto or Remote (Canada)

Full Time Contract Mid-level / Intermediate
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Wealthsimple

Wealthsimple is the simple way to grow your money like the world's most sophisticated investors. No-maintenance portfolios, expert investment advisers and low fees.

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Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services, like filing your tax return, that are often confusing, opaque and expensive, and makes them simple, transparent, and low-cost. We're the company behind some of Canada's leading digital financial products and are growing faster than ever.
Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment and want to ship often and make an impact with groundbreaking ideas.
We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. 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.
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. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

In this role, you’ll have the opportunity to:

  • Deliver an amazing client experience
  • Build a foundation of Tax knowledge, coupled with exposure to investment, personal finance and stock trading knowledge as you grow
  • Engage directly with clients; Tax is for all Canadians, of any age, and you’ll get to experience this when working with our clients. This includes phone and email support, and also participating in user and product research, with appropriate stakeholders, to drive solutions for our clients, and insights for our business
  • Be accountable for meeting or exceeding daily targets, as you’ll be interacting with hundreds of clients each week through multiple channels in a live client support environment
  • Be a key part in monitoring and improving client-facing issues in our products and operational processes

We're looking for people who:

  • Possess a passion, curiosity, and energy for taxes, finance, & investing. You understand the ins and outs of filing your tax return and like to help others with theirs. More importantly - you know how to explain these concepts simply
  • Want to make a difference. We are a small team effectively reshaping how people do their taxes and manage their financial future. 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
  • Live our do what’s right for each client value
  • Thrive in a fast-paced, collaborative environment. You’re a trusted professional who can manage your own schedule and workload. It’s important you take pride in your work and have a sense of ownership
  • Embrace technology and the role it plays in filing your taxes and improving financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver effective and actionable solutions
  • Demonstrate resilience, because our journey will have its fair share of challenges to overcome. We’re looking for people that love a challenge, always see the glass as half full, and want to create opportunities to provide a better client experience

Skills we’re looking for:

  • Experience with Client-facing work and can demonstrate a higher-level understanding of our Tax product, and Canadian tax returns
  • Bilingual, in both English and French, is a strong asset (but not required)
  • The Helper/Coach- You have great people skills and know-how to give and receive instructions & feedback, and you know the difference! You tailor your approach to each client, and you make those around you better
  • Attention to Detail- You sweat the details, and can actively listen and troubleshoot when helping people with their taxes. You will have to explain how Canadian taxes work, and how to use our products, in a simple and accessible way
  • Prioritization & problem-solving- You know how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority
  • Communication- You’re an excellent writer, meaning you are clear and concise. You’re able to convey complex ideas or instructions succinctly and with great precision. Punctuation matters to you!
  • Action orientation -A clear bias for action and the ability to act without being told what to do, takes full ownership over work and seeks help and input when needed
  • Collaboration -Excellent interpersonal skills and an ability to work cross-functionally with a wide range of stakeholders
Job perks/benefits: Flex vacation
Job region(s): North America
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