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Client Success Specialist
2 months ago
Key Responsibilities
- Financial Reporting and Data Management: Utilize tools for financial reporting and data aggregation.
- Performance Analysis: Evaluate portfolio performance metrics.
- Account Reconciliation: Perform account reconciliations, investigate discrepancies, and implement corrections.
- Statement Analysis: Review private equity and hedge fund statements for accuracy.
- Data Consolidation: Aggregate data from various sources and custodians.
- Accurate Reporting: Ensure precise data entry and generate necessary reports.
- Issue Resolution: Address data-related issues with clients and partners.
- Client Relationship Development: Foster client relationships, assist with account setup, and provide training and support.
- System Maintenance: Oversee software and system configuration and maintenance.
- Project Prioritization: Collaborate with the team to prioritize and manage projects effectively.
- Operational Efficiency: Enhance operational effectiveness through established policies, procedures, and controls.
Qualifications
- Bachelor's degree in finance, computer science, statistics, mathematics, or a related field.
- Exceptional customer service skills.
- Ability to proactively identify and respond to client and organizational needs.
- Strong organizational skills and self-motivation to meet deadlines.
- Meticulous attention to detail and accuracy.
- Proficient with technology, software tools, and applications.
- Advanced skills in MS Excel and PowerPoint, with a foundational understanding of database concepts.
- Familiarity with investments, performance reporting calculations, and portfolio management.
- Strong analytical and problem-solving abilities.
- Ability 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 comprehensive compensation package that includes salary, equity, and an annual performance bonus. Employees benefit from a wide array of perks, including a retirement plan, healthcare, dental, vision, mental health services, parental leave, and unlimited paid time off.
Employees are expected to work in the office four days a week, with options for remote work flexibility. Specific roles may have designated in-office requirements.
