Senior field technician supporting Honeywell’s industrial measurement and control customers. Troubleshooting equipment, resolving technical issues, and coordinating service across customer and engineering teams.
About the role
- 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.
Responsibilities
- 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
- 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
- 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.
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