Client Delivery Advocate - Associate
iCapital
- Salary
- $75k - $85k
- Experience
- 3+ yrs
- Location
- Salt Lake City, Utah, United States
- Job type
- Full-time
Required skills
- Addepar
- Black Diamond
- Axys
- APX
- Orion
- Archway
- Solovis
- Masttro
- eMoney
- MoneyGuidePro
- Microsoft Excel
- Microsoft PowerPoint
- Photoshop
- HTML
About the role
3-5 years related experience; bachelor's degree; strong customer service and financial instrument knowledge; experience with RIA/wealth management, wirehouses/custodians; proficiency in wealth management platforms, MS Excel/PowerPoint, and database concepts.
About iCapital
Financial technology platform powering the global alternative investment marketplace.
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