Client Platform Support Analyst - Structured Investments

iCapital Network; Salt Lake City (UT); On-site; USD 60,000 - 70,000; Full time

Job summary

iCapital Network in Salt Lake City seeks an Analyst to join the Platform Support team, delivering exceptional client service for Structured Investments and Annuities. You will manage client inquiries, coordinate with internal partners, research questions, and guide clients through offerings and processes.

The role emphasizes strong communication, problem-solving, and careful attention to detail in a fast-paced, collaborative environment across multiple locations.

Qualifications

• Bachelor's degree in business administration, finance, economics, communications, or a related field.
• 1–3 years of experience in client service, financial services, investment operations, or a related field.
• Strong client-service orientation with responsiveness, accuracy, professionalism, and follow-through.
• Excellent written and verbal communication, with the ability to explain complex information clearly.

Responsibilities

• Respond to inbound service requests related to Structured Investments and Annuities in a timely, professional manner.
• Serve as primary contact for financial advisors and internal partners, guiding product-, account-, and transaction-related questions.
• Assess inquiries, resolve requests within scope, and coordinate escalations to product, operations, legal, compliance, or tech teams.
• Provide updates throughout each request's life cycle, set expectations, and ensure follow-through.
• Research client questions using account, offering, transaction, and program information; communicate findings clearly.
• Partner with Client Sales, Relationship Management, Operations, and Product to support client needs.
• Maintain complete, accurate records of interactions in the CRM.
• Develop knowledge-based articles and procedures for Structured Investments and Annuities.
• Identify recurring questions and process improvements; collaborate to enhance service quality.
• Share client feedback with Product, Operations, Sales, and other stakeholders.
• Support communications and readiness activities for new offerings and changes.
• Build knowledge of Structured Investments and Annuities for advisors and investors; assist in bi-weekly releases.

Skills

Client service

Communication

Problem solving

Time management

Organizational skills

Cross-functional teamwork

CRM systems

Attention to detail

Discretion

Investment products

Education

Bachelor's degree in business administration, finance, economics, communications, or a related field

Tools

Dynamics

Tableau

Excel

Job description

iCapital Network in Salt Lake City seeks an Analyst to join the Platform Support team, delivering exceptional client service for Structured Investments and Annuities. You will manage client inquiries, coordinate with internal partners, research questions, and guide clients through offerings and processes.

The role emphasizes strong communication, problem-solving, and careful attention to detail in a fast-paced, collaborative environment across multiple locations.