Client Delivery Specialist – Associate / AVP – Full Time – Hybrid
About the Role
We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team. This is an individual contributor for either an Associate or AVP level. This role sets up and maintains the financial software applications the firm utilizes, assists clients with issues, works on special projects, and helps with ad-hoc tasks tied to building an innovative company. This position is a mix of finance and technology, ideal for someone who wants to grow their career at the intersection of both.
Responsibilities
- Support financial reporting and data aggregation tools, including analyzing and explaining portfolio performance results
- Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
- Perform analysis of private equity and hedge fund statements for input into the system
- Work with clients and partners to resolve data issues
- Help manage client onboarding, account setup and training, and day-to-day support and issue management
- Perform system setup and configuration, new client setup, and new financial account/asset classification
- Assist with data feed management
- Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
Qualifications
- 3–5 years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service skills and the ability to foster and maintain effective relationships
- Strong understanding of financial instruments
- Experience with RIA/wealth management policies, procedures, and client service
- Experience working with wirehouses or custodians
- Organized and self-motivated, with the ability to prioritize tasks and meet deadlines
- Experience with Addepar, Black Diamond or similar wealth management platforms
- Strong MS Excel and PowerPoint skills; basic knowledge of database concepts and programming
- Understanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operate
- Strong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbal
- Quick learner, able to adapt to an expanding environment
Compensation & Benefits
This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include 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).
Employees in this role work in the office Monday–Thursday, with the flexibility to work remotely on Friday.
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