{"id":453524,"url":"https://alion.io/job/icapital-client-delivery-specialist-associate","title":"Client Delivery Specialist - Associate","company":{"id":174521,"name":"iCapital","domain":"icapital.com","url":"https://alion.io/company/icapital","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":82,"open_postings":43,"ghost_share":0,"stale_share":0.512,"repost_share":0,"time_to_fill_p50_days":69,"computed_at":"2026-10-13T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Salt Lake City, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Adobe Photoshop","optional":false},{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-06-05T21:19:43Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-13T22:24:35Z","board_verified":true,"closed_at":null,"days_open":130,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":129},"description":"About the Role\niCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.\nResponsibilities\nFinancial reporting and data aggregation tools:\nAnalyze and explain portfolio performance results.\nConduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.\nPerform analysis of private equity and hedge fund statements for input into the system\nWork with clients and partners to resolve data issues.\nDevelop and strengthen client relationships:\nHelp manage client onboarding, client account setup and training and day-to-day support and issue management.\nSoftware maintenance and setup:\nPerform system setup and configuration, new client setup, new financial account and asset set-up and classification.\nAssist in data feed management.\nCreate custom reports based on client-specific needs.\nLiaise with the vendor partners for enhancements, and system and data issues.\nWork as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.\nEstablish operational effectiveness through the development and adoption of policies, procedures, and controls.\nAssess and act upon client and company needs proactively.\nQualifications\n3-5 years of experience in a related field\nBachelor's degree from an undergraduate program\nExcellent customer service skills and the ability to foster and maintain effective relationships\nStrong understanding of financial instruments\nExperience with RIA/Wealth management policies, procedures, and client service \nExperience working with wirehouses or custodians\nOrganized and self-motivated with the ability to prioritize tasks and meet deadlines\nHighly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities\nComfortable with technology, software tools, and applications:\nAble to learn new software quickly\nExperience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms\nExperience with planning tools such as eMoney, MoneyGuidePro, or similar software\nStrong MS Excel and PowerPoint skills\nBasic knowledge of database concepts, and any type of programming\nWorking knowledge of Photoshop, HTML design, and/or similar tools\nKnowledge of various financial products and indices, particularly:\nLiquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA\nAlternative investments\nPerformance reporting calculations and methodologies\nPortfolio management and rebalancing\nHow Family Offices, RIAs, and investment advisors work\nCritical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal\nCollaborative and able to thrive in a team environment while working independently\nAble to learn quickly and adapt to an expanding environment\nBenefits\nThe base salary range for this role is $70,000 to $85,000. 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).\nWe 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.\nFor additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/\niCapital 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.","description_format":"text","description_chars":4424,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-09-06T09:09:34Z"}],"visa":[],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.42,"p_room":0.36,"age_days":129,"expected_fill_days":69,"reasons":["conf:2","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-13T05:45:00Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":false},"html_url":"https://alion.io/job/icapital-client-delivery-specialist-associate","json_url":"https://alion.io/job/icapital-client-delivery-specialist-associate.json","meta":{"generated_at":"2026-10-13T23:21:13Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":6219,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174521},"rest":"https://alion.io/mcp/rest/get_company?id=174521"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ficapital-client-delivery-specialist-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ficapital-client-delivery-specialist-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ficapital-client-delivery-specialist-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/icapital-client-delivery-specialist-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ficapital-client-delivery-specialist-associate"}]}