Client Delivery Specialist - Associate

About the Role

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.

Responsibilities

• Financial reporting and data aggregation tools:
• Develop and strengthen client relationships:
• Software maintenance and setup:
• Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
• Assess and act upon client and company needs proactively.

Qualifications

• 3-5 years of experience in a related field
• Bachelor's degree from an undergraduate program
• Excellent customer service skills and the ability to foster and maintain effective relationships
• Strong understanding of financial instruments
• Experience with RIA/Wealth management policies, procedures, and client service
• Experience working with wirehouses or custodians
• Organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Comfortable with technology, software tools, and applications:
• Knowledge of various financial products and indices, particularly:
• Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
• Collaborative and able to thrive in a team environment while working independently
• Able to learn quickly and adapt to an expanding environment

Benefits

The base salary range for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.