TL;DR

Concierge Support Specialist: Managing relationships and acting as a single point of contact for Wealth Management clients, ensuring a world-class experience with an accent on anticipating needs, clear communication of complex financial concepts, and radical accountability. Focus on coordinating with internal teams and maintaining client contact through to resolution for high-value members.

Location: Remote from Canada, with a team distributed across North America.

Company

%hirify_global% is Canada's largest fintech company, aiming to simplify money management for over 3 million users.

What you will do

Act as a single point of contact for Wealth Management clients.
Manage client relationships and ensure a personal advocate experience.
Bridge communication between clients and internal teams.
Partner with Wealth Advisors to deliver world-class client experience.
Anticipate client needs and proactively address them.

Requirements

2–4 years of elite client service experience in high-touch, relationship-based roles (e.g., Private Banking, Luxury Hospitality, Customer Success).
Strong understanding of investment products, market trends, and account types.
Experience managing a personal queue of long-term requests and providing updates.
Mastery of phone, video, and written communication.
Ability to collaborate with internal stakeholders (Sales, Compliance).

Culture & Benefits

Competitive salary and retirement savings matching plan.
20 vacation days per year and a 90-day international work program (eligible countries).
Company-wide wellness days off.
Remote-first team with over 1,000 employees coast to coast in North America.
Focus on innovation, AI, and continuous evolution.