Senior Associate - Manual Transfers (Simple & Complex)
To see similar active jobs please follow this link: Remote Customer Success jobs
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. Weβre the largest fintech company in Canada, with over 3 million users who trust us with more than $50 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
We are looking to hire for Senior Associates for two teams: Simple Transfers and Complex Transfers
The Senior Associate for Manual Transfers will focus on the technical and analytical aspects of manual transfer processes. As an SME in manual transfers, the Senior Associate will collaborate with the team to build queries, generate insights, and help streamline operations. A strong foundation in SQL, a deep understanding of transfer processes, and the ability to diagnose and resolve technical issues are essential for success in this role.
Key Responsibilities:
Serve as an SME for Manual Transfers, providing technical expertise and support to team members and stakeholders.
Analyze transfer data using SQL to generate reports, insights, and recommendations for process improvements.
Work closely with Team Leads and management to identify inefficiencies in the transfer process and develop data-driven solutions.
Build and maintain queries to track key metrics related to transfers, such as completion rates, failure rates, and transfer turnaround times.
Provide technical troubleshooting for manual transfer issues, collaborating with other teams as needed to resolve complex cases.
Assist in the development and refinement of operational processes, focusing on minimizing errors and improving client experience.
Participate in cross-functional projects, contributing transfer-related insights and ensuring alignment with broader company objectives.
Mentor junior team members and help develop their technical skills related to manual transfers and data analysis.
Qualifications
2+ years of experience in financial services, specifically in transfers or a similar operational role.
Strong working knowledge of SQL for building queries and generating insights.
Experience with both Simple and Complex Manual Transfers is preferred.
Proven ability to analyze data and make data-driven recommendations.
Detail-oriented, with strong problem-solving and troubleshooting skills.
Strong communication skills and the ability to work effectively in a team environment.
Why Wealthsimple?
π€ Competitive salary
π Retirement savings matching plan using Wealthsimple Work
π΄ 20 vacation days per year
π« 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
π A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
π Company-wide wellness days off scheduled throughout the year
Weβre a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions β join us!
Read our Culture Manual and learn more about how we work.
DEI Statement
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.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
About the job
Senior Associate - Manual Transfers (Simple & Complex)
To see similar active jobs please follow this link: Remote Customer Success jobs
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. Weβre the largest fintech company in Canada, with over 3 million users who trust us with more than $50 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
We are looking to hire for Senior Associates for two teams: Simple Transfers and Complex Transfers
The Senior Associate for Manual Transfers will focus on the technical and analytical aspects of manual transfer processes. As an SME in manual transfers, the Senior Associate will collaborate with the team to build queries, generate insights, and help streamline operations. A strong foundation in SQL, a deep understanding of transfer processes, and the ability to diagnose and resolve technical issues are essential for success in this role.
Key Responsibilities:
Serve as an SME for Manual Transfers, providing technical expertise and support to team members and stakeholders.
Analyze transfer data using SQL to generate reports, insights, and recommendations for process improvements.
Work closely with Team Leads and management to identify inefficiencies in the transfer process and develop data-driven solutions.
Build and maintain queries to track key metrics related to transfers, such as completion rates, failure rates, and transfer turnaround times.
Provide technical troubleshooting for manual transfer issues, collaborating with other teams as needed to resolve complex cases.
Assist in the development and refinement of operational processes, focusing on minimizing errors and improving client experience.
Participate in cross-functional projects, contributing transfer-related insights and ensuring alignment with broader company objectives.
Mentor junior team members and help develop their technical skills related to manual transfers and data analysis.
Qualifications
2+ years of experience in financial services, specifically in transfers or a similar operational role.
Strong working knowledge of SQL for building queries and generating insights.
Experience with both Simple and Complex Manual Transfers is preferred.
Proven ability to analyze data and make data-driven recommendations.
Detail-oriented, with strong problem-solving and troubleshooting skills.
Strong communication skills and the ability to work effectively in a team environment.
Why Wealthsimple?
π€ Competitive salary
π Retirement savings matching plan using Wealthsimple Work
π΄ 20 vacation days per year
π« 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
π A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
π Company-wide wellness days off scheduled throughout the year
Weβre a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions β join us!
Read our Culture Manual and learn more about how we work.
DEI Statement
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.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.