Lead Concierge, Wealth Experience & Patron Success

Copia Wealth Studios; Remote; CAD 75,000 - 95,000; Full time

Job summary

A financial technology firm in Calgary is seeking a Principal Concierge to provide top-notch service to ultra-high net worth clients. The ideal candidate excels in customer-facing roles within financial services, possesses a solid grasp of alternative investments, and has proven experience in team leadership. You'll support patrons, clarifying functionality and onboarding processes while working in a dynamic environment. Flexible hours and a strong emphasis on work-life balance are part of the offering.

Benefits

Health insurance

Fitness stipend

Office upgrade budget

Flexible hours

Workshop and conference participation

Qualifications

• Previous experience in a customer-facing role, preferably in financial services.
• Comfortable under pressure, dealing with ultra-wealthy patrons.
• Ability to lead a team and build inroads across disciplines.

Responsibilities

• Serve as a primary point of contact for all service-related needs.
• Provide strategic oversight while onboarding patrons.
• Support and clarify functionality with other delivery teams.

Skills

Customer service orientation

Knowledge of alternative investment landscape

Attention to detail

Strong communication skills

Education

College/University degree or related work experience

CFA, CAIA, or CFP (preferred)

Tools

G-Suite

HubSpot

Slack

Job description

A financial technology firm in Calgary is seeking a Principal Concierge to provide top-notch service to ultra-high net worth clients. The ideal candidate excels in customer-facing roles within financial services, possesses a solid grasp of alternative investments, and has proven experience in team leadership. You'll support patrons, clarifying functionality and onboarding processes while working in a dynamic environment. Flexible hours and a strong emphasis on work-life balance are part of the offering.