Copia Wealth Studios is recruiting an experienced Client Success Specialist to support the client service team. The Client Success Specialist is a data entry master that translates portfolio complexity into fully realized instances within Copia. You’ll be responsible for decrypting Patron portfolios during onboarding and acting as a rosetta stone between Patrons, Product Owners, Designers and Developers.
Our Mission:
At Copia Wealth Studios, our mission is to simplify wealth and unlock unprecedented access for all investors. We pride ourselves on building idiomatic native experiences and investing in pixel perfection. We believe culture is the one thing you can’t over-index. We accept humans are poor substitutes for robots – we also understand humans are not resources.
Our Core Values:
We have four core values that we believe make the ideal teammate:
About You
Your friends often seek you out for opinions about money, investments, and tech. You are a finance junky wanting to play a critical role in shaping the future. You’re as comfortable processing spreadsheets as digging into client portfolio issues over Zoom. You breathe continuous improvement into everything you touch, from the client experience to internal processes. You revel in your breadth of financial literacy and take pride in your exceptional communication skills. You are bilingual… you speak English and the language of finance;
statements of accounts, capital calls, and K-1s are second nature.
Qualifications
Responsibilities
Notable Perks:
About Copia:
We believe culture is the one thing you can’t over-index. We accept humans are poor substitutes for robots – we also understand humans are not resources.
The Copia team has created global #1 applications, built Deloitte Fast 500 companies, won National Entrepreneur of the Year awards, launched successful challenger banks, and shipped software for hundreds of complex enterprises.
Team & Culture:
When applying, please send your resume along with the most recent book you’ve read and why you loved it. “A room without books is like a body without a soul.” – Cicero
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