IR Associate — Elevate Client Partnerships (Remote)

Icapitalnetwork; Greenwich (CT); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Employer matched retirement plan

100% employer paid dental and vision

Unlimited paid time off (PTO)

Job summary

iCapital is seeking an Associate to join its Investor Relations team based in Greenwich, Connecticut. This position involves dedicated client account coverage and collaboration with fund managers to enhance the user experience on iCapital’s technology platform.

The ideal candidate will have a Bachelor’s degree and 2-6+ years of experience in financial services, especially with high-net-worth clients. A competitive salary range of $80,000 to $110,000, equity options, and generous benefits, including unlimited PTO, are offered.

Qualifications

• 2-6+ years of experience in financial services, preferably in client service or investor relations.
• Experience with high-net-worth clients and financial advisors.
• Ability to manage a phone queue during specified hours.

Responsibilities

• Provide dedicated coverage of client accounts and support internal relationship managers.
• Ensure overall client satisfaction through timely responses.
• Assist high-profile fund managers with fundraising efforts.

Skills

Client service

Organizational skills

Communication

Multi-tasking

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

iCapital is seeking an Associate to join its Investor Relations team based in Greenwich, Connecticut. This position involves dedicated client account coverage and collaboration with fund managers to enhance the user experience on iCapital’s technology platform.

The ideal candidate will have a Bachelor’s degree and 2-6+ years of experience in financial services, especially with high-net-worth clients. A competitive salary range of $80,000 to $110,000, equity options, and generous benefits, including unlimited PTO, are offered.