Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is seeking an Associate to join the Platform Technology Support team, focusing on the Insight, Learning Center, and Architect platform features. This individual has a technical skillset who desires to deliver exceptional client experience in a fast-paced, collaborative, and entrepreneurial environment. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction, and operational processes as a team. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 2 to 5+ years of experience in a client technical support role or data entry and programing environment within a fast-paced, agile environment
- Bachelor’s degree is required
- Strong written and verbal communication skills are essential
- Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility to quickly adjust to new challenges and priorities
- Technical experience including comfort with spreadsheets, business intelligence tools and an understanding of databases (experience with SQL is a plus)
- Experience with support ticketing tools and a strong foundation in technical troubleshooting and able to take a patient and client-centric approach to delivering technical and platform support
More about this role
iCapital is seeking an Associate to join the Platform Technology Support team, focusing on the Insight, Learning Center, and Architect platform features. This individual has a technical skillset who desires to deliver exceptional client experience in a fast-paced, collaborative, and entrepreneurial environment. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction, and operational processes as a team.
- Partner closely with Product Managers, Relationship Managers, Operations, and Annuities clients to configure the Insight, Learning Center, and Architect features with the specific customizations on the platform and facilitate internal user entitlements to the three features.
- Configure courses for access by our users, along with completing the operational configurations to enable the tools for our clients.
- Respond to escalations for inbound technical service queries and inquiries using the firm’s case management tool.
- Add education content in the Learning Center to build training courses and make resources available.
- File CE Credit applications and reports with external professional designations boards.
- Assist with the...
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