Olubukola A.

Client Experience Specialist (Product) @Wealthsimple

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2023 — Present

Client Experience Specialist (Product) @Wealthsimple

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At Wealthsimple, I partner closely with Product Managers, Project Managers, Engineers, Accounting, Marketing, and Business teams to resolve technical issues and deliver product improvements, including supporting the launch of the USD account. I gather client pain points, translate them into clear requirements, and work cross-functionally to implement effective solutions. I report product feature requests to relevant teams, track their progress, and ensure timely resolution to enhance both client satisfaction and product performance.In my role, I proactively identify potential risks, anticipate escalations, and coordinate with stakeholders to prevent issues from impacting clients. I handle escalations, de-escalate situations, and provide technical support to new clients while following up on action items to completion. I also track recurring issues to inform risk management and contribute insights that support product roadmap decisions and process improvements.I educate clients on investing, including DIY investing, crypto, private equity, and private credit, and create customized statements for mortgages, applications, and other compliance purposes. Additionally, I provide guidance to team members to ensure accurate client communication, prevent misinformation, and maintain client trust. I support new client onboarding, train new hires, and document best practices to improve team efficiency and product adoption.

EDUCATION

N/A

Obafemi Awolowo University

Msc

N/A

Obafemi Awolowo University

Bachelor of Science - BSc

ABOUT OLUBUKOLA A.

Hi, call me Olu! I’m a Project Management professional with a strong foundation in…

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Olubukola A. — Client Experience Specialist (Product) at Wealthsimple in Toronto, ON, CA | Unifers