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Lead Concierge, Wealth & Patron Success

Job in Calgary, Alberta, D3J, Canada
Listing for: Copia Wealth Studios
Full Time position
Listed on 2026-01-14
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Lead Concierge, Wealth Experience & Patron Success
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.
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