Client delivery advocate Work, Jobs in Charlestown, Fif (with Salaries)

Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
12d
Health Visitor AA
NHS Scotland —Fife
- £52,845 - £61,466 a year
- Travel
- Communication skills
13d
Sr. Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
- Master's degree
- Bachelor's degree
- Accounting
Quick apply
Project Manager, eCOA
IQVIA —Livingston
- Full-time
- Remote
- PMP
- Public speaking
- English
- Work from home
Sales Assistant
DULUX DECORATOR CENTRE —Falkirk
- £13.18 an hour
- Rotating shift
- Customer service
- Driving
- In-person
- Annual leave
- Employee assistance programme
Quick apply
Senior CDM and H&S Consultant
Turner & Townsend —Edinburgh
- Full-time
- Communication skills
Quick apply
Practice Lead - Water & Flooding
Amey Ltd —Edinburgh
- Part-time
- Management
- No degree
- Annual leave
Quick apply
Executive Director of Clinical Business Development - Strategic Accounts
Syneos Health Commercial Solutions —Edinburgh
- Remote
- Sales
- Microsoft Office
- Business development
Principal Environmental Consultant
Amey Ltd —Edinburgh
- Part-time
- Master's degree
- Project management
- Bachelor's degree
- Annual leave
Quick apply
Executive Director of Clinical Business Development - Strategic Accounts
サイネオス・ヘルス —Edinburgh
- Remote
- Sales
- Microsoft Office
- Business development
Global Payment Solutions- Client Service Manager- French Speaking
HSBC Global Services Limited —Edinburgh
- Full-time
- Financial services
- Communication skills
- Banking
6d
Work Winning Lead - Water
AECOM —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Leadership
Principal Structural Engineers
Amey Ltd —Edinburgh
- Part-time
- Civil engineering
- Management
- Doctoral degree
- Annual leave
- Flexible schedule
Quick apply
10d
Contract Tech Ops Lead
AND Digital —Edinburgh
- Hybrid work
- Travel
- IT
- AI
Quick apply
7d
Quality Engineer
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Azure
- JavaScript
- APIs
- Annual leave
- Employee discount
Senior Solicitor/ Associate (3 years+ PQE) Employment, Immigration and Pensions - Edinburgh
Anderson Strathern —Edinburgh
- Business development
- Organisational skills
- Communication skills
Highways Principal Engineers
Amey Ltd —Edinburgh
- Part-time
- Civil engineering
- Management
- Doctoral degree
- Annual leave
- Flexible schedule
Quick apply
10d

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Health Visitor AA
NHS Scotland —Fife
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£52,845 - £61,466 a year
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client delivery advocate jobs near charlestown, fif

Client Delivery Advocate - Analyst

iCapital -
Edinburgh

Apply Now

Job details

12 days ago

Qualifications

Microsoft Powerpoint
Adobe Photoshop
Microsoft Excel
Computer Science
Bachelor's degree
HTML

Full job description

About the Role

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology.

Responsibilities

Financial Reporting and Data Aggregation tools.
Analyze and explain portfolio performance results.
Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
Analyze private equity and hedge fund statements for input into system.
Consolidate data from multiple sources and custodians.
Provide accurate and timely statements and data entry.
Generate reports as needed.
Work with clients and partners to resolve data issues.
Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management.
Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification. This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.
Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
Establish operational effectiveness through the development, adoption of policies, procedures, and controls.

Qualifications

Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
Excellent customer relations skills
Foster and maintain effective relationships
Proactively assess and act upon client and company needs
Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
Devotion to collaboration and ability to thrive in a team environment while working independently

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 4 days a week with the flexibility to work remotely 1 day - Friday.

For additional information on iCapital, please visit https://www.icapital.com/about-us Twitter: @icapitalnetwork | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital 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.

Apply Now

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client delivery advocate jobs in charlestown, fif

Client Delivery Advocate - Analyst

Health Visitor AA

Sr. Subject Matter Expert - Implementations

Project Manager, eCOA

Sales Assistant

Senior CDM and H&S Consultant

Practice Lead - Water & Flooding

Executive Director of Clinical Business Development - Strategic Accounts

Principal Environmental Consultant

Executive Director of Clinical Business Development - Strategic Accounts

Global Payment Solutions- Client Service Manager- French Speaking

Work Winning Lead - Water

Principal Structural Engineers

Contract Tech Ops Lead

Quality Engineer

Senior Solicitor/ Associate (3 years+ PQE) Employment, Immigration and Pensions - Edinburgh

Highways Principal Engineers

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