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Platform and Client Operations - Associate

Associate role in Platform and Client Operations at iCapital.
iCapital
Remote
Hybrid
On-Site
United States
USD 80,000 - 110,000
Job Description
iCapital is seeking an Associate to join their Operations team within the Client Success vertical. This role is central to iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of operational excellence to clients and partners. The individual will become an expert and advisor on the iCapital platform and contribute to its success and growth by understanding advisor and fund manager needs. This is a highly collaborative role, with a strong focus on improving operational processes as a team.

Responsibilities:
  • 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.
  • Enhance and maintain internal resources and pipeline to support operations.
  • Develop and maintain expert knowledge of the iCapital platform.
  • Document processes, procedures, and training related to platform and client evolution.

Requirements:
  • 3-6 years of experience within investment operations, middle-office operations, client operations, or technical operations/support
  • Strong troubleshooting, analytical, and problem-solving abilities
  • 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
  • Thrive in a fast-paced, dynamic environment

iCapital offers:
  • Equity for all full-time employees
  • Comprehensive benefits package
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
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iCapital

iCapital is a financial technology company that operates an alternative investment marketplace. Its platform facilitates access to public and private market strategies for advisors, wealth management firms, asset managers, and banks, serving the high-net-worth client segment. The company offers services for a substantial volume of client assets invested across numerous funds. iCapital's platform aims to transform the evaluation and recommendation process for bespoke investment options.

All Jobs at iCapital (93)