Client Experience Operations Team Leader (Ontario)

Client Experience Operations Team Leader (Ontario)

16 Sep
|
Jaide Health
|
Ontario

16 Sep

Jaide Health

Ontario

Lead Wealthsimple's Client Experience Operations and transform client banking interactions in Toronto. Manage a high-performing team while overseeing essential banking inquiries and escalations.

As the Team Lead, you'll be responsible for guiding 10–15 Client Experience Associates in delivering quality service across Wealthsimple's banking and spend products. This role demands a proactive approach in handling team metrics, coaching sessions, and complex client situations. Your ability to mentor and develop others will significantly impact the team’s performance.

Key Responsibilities:
• Supervise daily operations and performance metrics for the banking team
• Conduct regular 1:1 coaching and development sessions
• Ensure effective handling of credit card and banking inquiries




• Act on escalations and maintain quality assurance standards
• Engage with colleagues across departments to enhance service delivery

Requirements:
• Significant prior experience in a banking or customer service leadership role
• In-depth understanding of banking products and services
• Strong communication and analytical skills
• Adaptable to working with various shift schedules, including weekends
• Experience in high-pressure client interactions

Drive excellence in client service and banking operations as part of the Wealthsimple leadership team.
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📌 Client Experience Operations Team Leader (Ontario)
🏢 Jaide Health
📍 Ontario

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