Insight Support - Associate

iCapital; Salt Lake City (UT); Híbrido; USD 75 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work schedule

Comprehensive benefits

Resumo da oferta

iCapital seeks an Associate to join the Platform Technology Support team, focusing on Insight, Learning Center, and Architect platform features. This role blends client empathy with technical troubleshooting in a fast-paced, collaborative environment.

You will partner with Product Managers, Relationship Managers, Operations, and Annuities clients to configure features, enable access, and maintain smooth entitlement workflows, while building education content and handling CE credit processes.

Qualificações

• Bachelor's degree is required.
• 2 to 5+ years in a client technical support or data entry/programming role.
• Strong written and verbal communication skills.
• Comfort with spreadsheets and business intelligence tools; SQL a plus.
• Experience with support ticketing tools and technical troubleshooting.
• Detail-oriented and able to analyze systems to resolve issues.
• Self-starter with ownership, able to work independently.
• Familiar with alternative investments and financial technology preferred.

Responsabilidades

• Configure platform features and client entitlements.
• Configure courses and enable tools for clients.
• Respond to escalations via case management.
• Add education content to Learning Center.
• File CE Credit applications and reports.
• Document processes and issues for new solutions.

Conhecimentos

Client support

SQL

Communications

Attention to detail

Self-starter

Agile

Formação académica

Bachelor's degree

Ferramentas

Power BI

Databases

Descrição da oferta de emprego

iCapital is seeking an Associate to join the Platform Technology Support team, focusing on the Insight, Learning Center, and Architect platform features. This individual has a technical skillset who desires to deliver exceptional client experience in a fast-paced, collaborative, and entrepreneurial environment. This role is highly collaborative, with a strong focus on improving iCapital's clients' overall satisfaction, and operational processes as a team.

Responsibilities

• Partner closely with Product Managers, Relationship Managers, Operations, and Annuities clients to configure the Insight, Learning Center, and Architect features with the specific customizations on the platform and facilitate internal user entitlements to the three features.
• Configure courses for access by our users, along with completing the operational configurations to enable the tools for our clients.
• Respond to escalations for inbound technical service queries and inquiries using the firm’s case management tool.
• Add education content in the Learning Center to build training courses and make resources available.
• File CE Credit applications and reports with external professional designations boards.
• Assist with the creation of processes and documentation of technical issues to support new product solutions, enhancements, and operational changes.

Qualifications

• 2 to 5+ years of experience in a client technical support role or data entry and programing environment within a fast-paced, agile environment
• Bachelor’s degree is required
• Strong written and verbal communication skills are essential
• Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility to quickly adjust to new challenges and priorities
• Technical experience including comfort with spreadsheets, business intelligence tools and an understanding of databases (experience with SQL is a plus)
• Experience with support ticketing tools and a strong foundation in technical troubleshooting and able to take a patient and client-centric approach to delivering technical and platform support
• Attention to detail and able to analyze and research systems to rectify issues and provide solutions
• Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution
• Familiar with alternative investments and financial technology is preferred

The base salary range for this role is $75,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Des Moines, IA

Miami, FL

New York, NY

Princeton, NJ

Salt Lake City, UT

Stamford, CT

This only applies to U.S. based roles.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in an confidential file.

As set forth in iCapital's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A \"disabled veteran\" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A \"recently separated veteran\" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An \"active duty wartime or campaign badge veteran\" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An \"Armed forces service medal veteran\" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

iCapital uses AI-enabled technology to compare your application against our job requirements and to assist in our hiring process.