# Client Delivery Advocate - Associate

**Company**: iCapital
**Location**: Salt Lake City, Utah
**Work arrangement**: hybrid
**Job type**: full-time
**Salary**: $75,000 to $85,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8903945002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_0c22cb68-050

## Description

iCapital is seeking a Client Delivery Advocate - Associate to join the Data Solutions team. This role combines finance and technology, focusing on setting up and maintaining financial software applications, assisting clients, and working on special projects.

Responsibilities:

- Analyze and explain portfolio performance results.

- Conduct account-level reconciliations, including researching and resolving breaks, cancels, and corrects.

- Perform analysis of private equity and hedge fund statements for input into the system.

- Work with clients and partners to resolve data issues.

- Manage client onboarding, account setup, training, and day-to-day support.

- Perform system setup and configuration, new client setup, and financial account and asset setup.

- Assist in data feed management and create custom reports based on client needs.

- Liaise with vendor partners for enhancements and system issues.

- Prioritize individual and communal work to ensure projects are completed on time.

- Establish operational effectiveness through policy development and adoption.

- Proactively assess and act upon client and company needs.

Qualifications:

- 3-5 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 and procedures.

- Experience working with wirehouses or custodians.

- Organizational and self-motivated with attention to detail.

- Comfortable with technology, software tools, and applications.

- Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar platforms.

- Strong MS Excel and PowerPoint skills.

- Basic knowledge of database concepts and programming.

- Working knowledge of Photoshop, HTML design, and similar tools.

- Knowledge of various financial products and indices.

- Critical thinking and problem-solving skills.

- Collaborative and able to thrive in a team environment.

Benefits:

- Base salary range: $75,000 to $85,000.

- Comprehensive benefits package including equity, annual performance bonus, employer-matched retirement plan, subsidized healthcare, dental, vision, telemedicine, virtual mental health counseling, parental leave, and unlimited PTO.

- Flexible work arrangement: Monday-Thursday in-office, Friday remote.

## Skills

### Required
- financial analysis
- client service
- software setup
- data management
- problem-solving
- communication
- MS Excel
- PowerPoint
- database concepts
- programming

### Nice to have
- Addepar
- Black Diamond
- Axys
- APX
- Orion
- Archway
- Solovis
- Masttro
- eMoney
- MoneyGuidePro
- Photoshop
- HTML design

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8903945002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)