iCapital Verified 47h ago
Client Delivery Specialist - Associate
Stamford, Connecticut, United States Remote
$75,000–$85,000 a yearPay$75,000–$85,000
TypeFull-time
Work settingRemote
Verified listing
JobFig found this opening at its original source and checks that it remains available.
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.
What you'll bring
- 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
- Able to learn new software quickly
- Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
- Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
- Strong MS Excel and PowerPoint skills
Benefits
Paid Time OffParental LeaveRetirement Plan