Client Delivery & Data Solutions Associate

iCapital; Stamford (CT); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits package

Employer-matched retirement plan

Generously subsidized healthcare

Job summary

A financial technology company located in Stamford, Connecticut, is seeking a Client Delivery Specialist Associate to join its Data Solutions team. This role requires 3-5 years of experience, a Bachelor's degree, and excellent customer service skills. Responsibilities include client onboarding, financial reporting, and software maintenance. The company offers a competitive salary between $75,000 and $85,000, flexible work options, and a comprehensive benefits package, emphasizing collaboration in an innovative environment.

Qualifications

• 3‑5 years of experience in a related field.
• Experience with RIA/Wealth management policies.
• Ability to prioritize tasks and meet deadlines.

Responsibilities

• Analyze and explain portfolio performance results.
• Help manage client onboarding and day‑to‑day support.
• Perform system setup and configuration for financial applications.

Skills

Excellent customer service skills

Strong understanding of financial instruments

Organized and self‑motivated

Critical thinking and problem-solving

Strong MS Excel skills

Comfortable with technology

Education

Bachelor's degree from an undergraduate program

Tools

Addepar

Black Diamond

MS PowerPoint

Job description

A financial technology company located in Stamford, Connecticut, is seeking a Client Delivery Specialist Associate to join its Data Solutions team. This role requires 3-5 years of experience, a Bachelor's degree, and excellent customer service skills. Responsibilities include client onboarding, financial reporting, and software maintenance. The company offers a competitive salary between $75,000 and $85,000, flexible work options, and a comprehensive benefits package, emphasizing collaboration in an innovative environment.