Natalie C.
About Natalie C.
Natalie C. is an Operations Associate in Planning & Program Management at Wealthsimple, with extensive experience in client experience operations and service management.
Current Position at Wealthsimple
Natalie C. currently holds the position of Operations Associate, Planning & Program Management at Wealthsimple. She began this role in 2022. Her responsibilities in this position include overseeing various planning and program management tasks within the company.
Previous Roles at Wealthsimple
Before her current role, Natalie C. held several key positions at Wealthsimple. From 2021 to 2022, she worked as a Client Experience Operations, Systems & Service Levels associate, focusing on system operations and service levels. Prior to this, from 2020 to 2021, she served in Client Experience Operations, Support, where she managed support operations to enhance client satisfaction.
Professional Experience at Bunz and Marsh & McLennan
Natalie C. served as Operations Manager at Bunz from 2018 to 2020 in Toronto, Ontario, Canada, where she managed operational activities for the company. Prior to that, she was a Pension Service Analyst at Marsh & McLennan Companies from 2016 to 2018 in the Toronto, Canada Area, focusing on pension services.
Early Career at Rogers Communications
From 2013 to 2016, Natalie C. worked as a Business Consultant for BSF Business Service Fulfillment at Rogers Communications in Toronto, Canada Area, where she provided consulting services for business service fulfillment.
Educational Background
Natalie C. studied Art & Design at George Brown College, where she earned a certificate. Additionally, she completed a Project Management program at the University of Waterloo.
Initiatives and Leadership at Wealthsimple
In her role at Wealthsimple, Natalie C. has been instrumental in various initiatives. She has co-led the Women of Wealthsimple Employee Resource Group (ERG) to empower women within the organization. She played a key role in implementing a call-scheduling process for the Tax Advice Live product, reducing Help Centre volume, and introducing updated pathways in the Interactive Voice Response system. She also developed training materials, conducted training sessions, and led the transition from Aircall to Zendesk IVR provider.