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Benefits offered by this job
Employer-matched retirement plan
Subsidized healthcare
Unlimited paid time off
Annual performance bonus
Job summary
A leading financial services firm in Salt Lake City is seeking an Associate or Assistant Vice President to enhance operational processes and improve client satisfaction. The role involves managing client inquiries, executing technical deliverables, and working collaboratively within the team. Candidates should have 3-7 years of client-facing experience in finance, a bachelor's degree, and strong technical troubleshooting abilities. The position offers a salary ranging from $70,000 to $130,000, along with a comprehensive benefits package and potential for remote work on Fridays.
Qualifications
3-7 years of experience in a client-facing role within the finance industry.
Experience analyzing complex technical problems and driving resolutions.
Proven ability to adapt in a fast-paced, dynamic environment.
Responsibilities
Develop an understanding of the iCapital platform interfaces.
Manage inquiries and optimize client platform experiences.
Ensure high-quality service delivery through daily workflow management.
Skills
Client-facing experience
Technical troubleshooting
Strong verbal and written communication
Problem-solving ability
Adaptability
Education
Bachelor’s degree
Tools
Support ticketing tools
Job description
A leading financial services firm in Salt Lake City is seeking an Associate or Assistant Vice President to enhance operational processes and improve client satisfaction. The role involves managing client inquiries, executing technical deliverables, and working collaboratively within the team. Candidates should have 3-7 years of client-facing experience in finance, a bachelor's degree, and strong technical troubleshooting abilities. The position offers a salary ranging from $70,000 to $130,000, along with a comprehensive benefits package and potential for remote work on Fridays.