Principal Concierge

Copia Wealth Studios

Principal Concierge facilitating superior client service for Copia's wealth management platform. Engaging with ultra-high-net-worth clients and collaborating across teams in a fast-paced environment.

Posted 6/30/2026full-timeRemote • 🇨🇦 CanadaLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer relationship management and strategic oversight in financial services, with a strong ability to onboard clients and clarify functionality. Proficient in utilizing communication technologies to enhance client interactions and support team collaboration.

Highest-signal resume keywords

Customer-Facing ExperienceFinancial Services KnowledgeCFA CertificationG-Suite ProficiencyHubSpot CRM Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Tools & Technologies

G-SuiteHubSpotSlack

Certifications & Qualifications

CFACAIACFP

Industry Keywords

Financial ServicesPrivate BankingFinancial TechnologyClient OnboardingBest Practices

About the role

Key responsibilities & impact

Successful candidates will forge new divisions, make inroads with our patrons, and define best practices.
Provide strategic oversight while onboarding patrons, ingesting documents, supporting/clarifying functionality.
Work closely with other delivery teams.
Serve as the primary point of contact for all service-related needs of Copia's clients.
Work in a complex, team-oriented, fast-paced environment alongside the Copia team, patrons, and 3rd party partners.

Requirements

What you’ll need

Previous experience in a customer-facing role, preferably in financial services, private banking, or financial technology.
A big plus for candidates who hold a CFA, CAIA, or CFP.
College/University degree or related work experience preferred.
Working knowledge of G-Suite, HubSpot (or equivalent CRM), Slack, and any other applicable customer communication technology.

Benefits

Comp & perks

We're a distributed workforce with lots of experience working in remote teams.
Flexible hours.
Health insurance.
We provide competitive coverage for health, dental, vision, and life insurance in both the US and Canada.
We cover 75% of insurance in the US.
Mental and physical health matters.
Each employee is entitled to a $400/year stipend for gym/club/fitness-related membership.
Annual subscription reimbursement for meditation/mindfulness/wellness apps.
Learning matters, which is why you can expense any (work-related) book you want.
Any course under $250 is usually instant approval.
Workshop and conferences handled on a case-by-case basis.