Team Lead Client Experience Risk

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Introduction to Wealthsimple

Wealthsimple is Canada's leading fintech company, dedicated to granting financial freedom to everyone by making financial services transparent and less costly. Over 3 million people trust Wealthsimple with more than $30 billion worth of assets, making it a trusted name in financial technology.

Work Culture and Impact

Wealthsimple values collaboration, simplicity, and humility within its diverse teams, and encourages employees to excel in their roles. The company promotes a culture where innovation thrives, making measurable impacts on the financial industry.

The Role of Team Lead on the Risk Team

The Team Lead on the Risk team will orchestrate the efforts of the Client Experience team and Security team, fostering a secure platform for clients. By leading a group of CXAs, the Team Lead will monitor performance, optimize channel operations, drive team development, engage with clients, and uphold quality standards across the board.

Candidate Profile

The ideal candidate is someone who displays a constant engagement with Wealthsimple products, possesses coaching skills, is results-driven, excels in client interactions, and can resiliently handle challenges. In addition, the candidate should be able to commit to decisions and maintain ... [This is only an excerpt of the full summary, as being more than 500 words, it cannot be properly shown here.]

Core Capabilities

Essential capabilities for this role include knowledge of fraud and AML prevention practices, strong analytical and communication skills, problem-solving acumen, and leadership, particularly under high-pressure situations requiring strict compliance.


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Job Requirements and Preferences

Applicants should have 3 years of leadership experience, and a successful track record with measurable results. Experience in client escalations, coaching, and navigating risk-related client interactions are required, while bilingual skills and a CSC designation are advantageous but not mandatory.

Why Join Wealthsimple?

Wealthsimple offers competitive salaries, retirement savings matching, generous vacation time, and the ability to work internationally. Employee Resource Groups and company-wide wellness days contribute to a positive work-life balance.

The Wealthsimple Team

Wealthsimple operates with a remote-first philosophy and seeks to build a diverse team. They employ over 1000 individuals across North America and aim to shape the financial future of millions. Their commitment to diversity, equity, and inclusion is reflected in the hiring process.

Accessibility at Wealthsimple

Wealthsimple ensures accessibility for all candidates throughout the hiring process and welcomes feedback to improve accommodations for those with accessibility needs.

To learn more about Wealthsimple's core values and work culture, potential applicants are invited to read the company's Culture Manual and the 'How We Work' section.



This job offer was originally published on RemoteOK

Wealthsimple

Remote (North America)

Customer support

Full-time

April 12, 2024

44 views

1 clicks on Apply Now


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This job offer summary has been generated using automated technology. While we strive for accuracy, it may not always fully capture the nuances and details of the original job posting. We recommend reviewing the complete job listing before making any decisions or applications.