Client Delivery Advocate - Associate

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)