Client Delivery Specialist - Associate - Remote

Overview

iCapital is looking for a Client Delivery Specialist - Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.

In Short

• Analyze and explain portfolio performance results
• Conduct account level reconciliation
• Perform analysis of private equity and hedge fund statements
• Client onboarding and account setup
• System setup and configuration
• Create custom reports based on client needs
• Establish operational effectiveness through policies and procedures
• Work as part of a team to complete projects on time
• Proactively assess and act upon client needs
• Comfortable with technology and software tools

Requirements

• 2-5 years of experience in a related field
• Bachelor's degree from an undergraduate program
• Excellent customer service skills
• Strong understanding of financial instruments
• Experience with wealth management policies
• Organized and self-motivated
• Strong MS Excel and PowerPoint skills
• Knowledge of various financial products
• Critical thinker with strong problem-solving skills
• Collaborative and able to thrive in a team environment

Benefits

• Base salary range of $75,000 to $85,000
• Equity for all full-time employees
• Annual performance bonus
• Comprehensive benefits package
• Employer matched retirement plan
• Generously subsidized healthcare
• Unlimited paid time off (PTO)
• Flexibility to work remotely on Fridays