19 Sep
|
Jaide Health
|
Toronto
19 Sep
Jaide Health
Toronto
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 productive 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
Solid 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.
📌 Client Experience Operations Team Leader Toronto
🏢 Jaide Health
📍 Toronto