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Platform and Client Operations – Associate
| Company | iCapital Network |
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| Location | Greenwich, CT, USA |
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| Salary | $80000 – $110000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- 3-6 years of experience within investment operations, middle-office operations, client operations, or technical operations/support
- Convey complex concepts clearly and concisely to a diverse audience
- Strong troubleshooting, analytical, and problem-solving abilities and able to collaborate cross-functionally in a fast-paced environment
- A strong foundation in technical troubleshooting and pattern recognition
- Patient and client-centric approach to delivering technical and platform support
- Strong verbal and written interpersonal skills, explaining complex concepts straightforwardly and transparently to clients and internal parties with limited knowledge of the topic
- Thrive in a fast-paced, dynamic environment, demonstrating flexibility, and able to quickly adjust to new challenges and priorities
Responsibilities
- Understand the platform and product knowledge in-depth to address a wide range of client inquiries.
- Manage fund launch process end-to-end for top wealth and asset managers.
- Manage internal and external inquiries through effective queue management while optimizing client experience.
- Enhance and maintain internal resources and pipeline to support operations.
- Develop and maintain expert knowledge of the iCapital platform, formulating avenues to better educate clients and internal teams.
- Document processes, procedures, and training related to platform and client evolution.
Preferred Qualifications
No preferred qualifications provided.
