Client Relationship Specialist

2 weeks ago


Jacksonville, Florida, United States iCapital Full time
Client Delivery Advocate Role at iCapital

Key Responsibilities

  • Financial Reporting and Data Management: Utilize advanced tools to analyze and report on portfolio performance.
  • Account Reconciliation: Perform thorough reconciliations, investigate discrepancies, and implement corrections.
  • Investment Analysis: Review and interpret private equity and hedge fund statements.
  • Data Consolidation: Aggregate information from various sources and custodians for comprehensive reporting.
  • Client Support: Foster strong relationships with clients, assisting with account setup, training, and ongoing support.
  • Software Maintenance: Oversee system configurations and software updates to ensure optimal performance.
  • Project Management: Collaborate with team members to prioritize and execute projects effectively.
  • Operational Excellence: Develop and implement policies and procedures to enhance operational efficiency.

Qualifications

  • Bachelor's degree in finance, computer science, statistics, mathematics, or a related discipline.
  • Exceptional interpersonal and customer service skills.
  • Ability to proactively identify and address client and organizational needs.
  • Strong organizational skills with a self-driven approach to meeting deadlines.
  • Meticulous attention to detail and commitment to accuracy.
  • Proficient in technology, with a solid understanding of software tools and applications.
  • Advanced skills in MS Excel and PowerPoint, with foundational knowledge of database concepts.
  • Understanding of investment principles, performance reporting, and portfolio management.
  • Analytical thinker with strong problem-solving capabilities.
  • Able to work collaboratively as well as independently.

Compensation and Benefits

The salary range for this position is between $55,000 and $60,000. iCapital provides a competitive compensation package that includes salary, equity options, and an annual performance bonus. Comprehensive benefits are offered, including retirement plans, healthcare, dental and vision coverage, mental health services, parental leave, and unlimited paid time off.

Employees are expected to work in the office four days a week, with the option for remote work flexibility. Specific roles may have designated in-office requirements.



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