Client Delivery Advocate - Associate role at iCapital in Stamford, Connecticut, involves setting up and maintaining financial software applications, assisting clients with issues, working on special projects, and helping with ad-hoc tasks. The role is a mix of finance and technology.
Requirements
- 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
- Strong MS Excel and PowerPoint skills
- Basic knowledge of database concepts, and any type of programming
- Working knowledge of Photoshop, HTML design, and/or similar tools
- Knowledge of various financial products and indices
Benefits
- Annual performance bonus
- Comprehensive benefits package
- Employer matched retirement plan
- Generously subsidized healthcare
- Parental leave
- Unlimited paid time off (PTO)