Jobs in Austin, Canada
Lead Concierge, Wealth Experience & Patron Success
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Lead Concierge, Wealth Experience & Patron Success
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
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
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.