iCapital
Salt Lake City, Utah
Client Delivery Specialist - Associate
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Apply to Client Delivery Specialist - Associate at iCapitalJob details
- Location
- Salt Lake City, Utah
- Work type
- Hybrid
- Compensation
- $75,000 - $85,000/yr
- Posted
- Jun 5, 2026
- Apply on
- job-boards.greenhouse.io
About this role
3+ years experience in finance or wealth management, Bachelor's degree required, strong customer service, knowledge of financial instruments, experience with RIA/wealth management and custodians, Excel and PowerPoint proficiency, familiarity with wealth platforms and basic programming/database concepts.
What you'll do at iCapital:
- analyzing performance
- resolving issues
- configuring systems
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