Full-Time

Client Delivery Specialist

Associate / Assistant Vice President

Posted on 5/21/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Automation platform for alternative investments

Financial Services

Senior

Stamford, CT, USA

Required Skills
Customer Service
Requirements
  • 7+ 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 RIA/Wealth management policies, procedures, and client service
  • Experience working with wirehouses or custodians
  • Proactively assess and act upon client and company needs
  • Organized and self-motivated
  • Highly attentive to detail and accuracy
  • Comfortable with technology, software tools, and applications
  • Knowledge of various financial products and indices
  • Critical thinker with problem-solving skills
  • Collaborative and able to thrive in a team environment
  • Able to learn quickly and adapt to an expanding environment
Responsibilities
  • Financial Reporting and Data Aggregation tools
  • Develop and strengthen client relationships
  • Software maintenance and setup
  • Work as part of a team to prioritize work
  • Establish operational effectiveness through policies and procedures

iCapital powers the alternative investment marketplace with its class-defining technology and powerful analytical tools, offering end-to-end enterprise solutions and an innovative operating system. The company's secure platform automates and streamlines the complex process of private market investing, providing unrivaled access, technology, and education to incorporate alternative assets into core portfolio strategies for financial advisors, wealth managers, and asset managers worldwide.

Company Stage

Series C

Total Funding

$717.3M

Headquarters

New York, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

21%

1 year growth

26%

2 year growth

90%

Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave