Client advisor Work, Jobs in Haddington, Eln (with Salaries)

Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Computer Science
- Bachelor's degree
Sales Advisor
LKQ Corporation —Kirkcaldy
- Full-time
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Human Resources Director
FanDuel —Edinburgh
- Team management
- Mentoring
- Leadership
Quick apply
4d
Employee Benefits Consultant (Health and Risk)
Aon Corporation —Edinburgh
- Hybrid work
- Business development
Governance & Reporting Associate
JPMorganChase —Edinburgh
- Full-time
- Microsoft Powerpoint
- Organisational skills
- Financial services
2d
Business Architect & Org Design Lead
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- No degree
Solution Consultant (Figaro)
FNZ —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Life insurance
Business Architect Manager, Consumer, ERI & TMT, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- No degree
- AI
Legal Manager
Raytheon —Glenrothes
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Sick pay
Cost Manager (NRM1)
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- Continuous improvement
- Conflict management
- Mentoring
Quick apply
Management Consultant - Finance Transformation
Capco —Edinburgh
- Full-time
- Business development
- Analysis skills
- Financial services
- Annual leave
- Life insurance
Quick apply
Infrastructure Projects lawyer - Edinburgh
Pinsent Masons —Edinburgh
- Full-time
- University
- Communication skills
Principal Maritime Engineer
Royal HaskoningDHV —Edinburgh
- Part-time
- Hybrid work
- Civil engineering
- Engineering
- Master's degree
Principal Maritime Civil Engineer
Royal HaskoningDHV —Edinburgh
- Part-time
- Hybrid work
- Business development
- Analysis skills
- Presentation skills
Mortgage Advisor
Mortgage Advice Bureau —Midlothian
- Up to £35,000 a year
- Full-time
Customer support advisor
Broadstone Analytics Ltd. —Edinburgh
- £40,000 - £50,000 a year
- Full-time
- Communication skills
Quick apply
2d
Mortgage Advisor
Mortgage Advice Bureau —Midlothian
- £30,000 a year
- Full-time
Consulting Associate
Biedrzycki Enterprise Consulting Ltd —Edinburgh
- £3,800 - £4,900 a month
- Full-time
- Writing skills
- Research
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
2d
Office Administrator
RMT Accountants & Business Advisors —Edinburgh
- Hybrid work
- Databases
- Continuous improvement
- Front desk
7d
Fraud Advisor
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Communication skills
- Banking
- Flexible schedule
11d

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client advisor jobs near haddington, eln

Client Delivery Advocate - Analyst

iCapital -
Edinburgh

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Job details

Qualifications

Microsoft Powerpoint
Investment
Data integration
Computer Science
Report generation
Client engagement
Stakeholder liaison
Financial reconciliation support
Financial report writing
Technical support
Financial analysis
Bachelor's degree
Data entry
Relationship management
Customer support
Customer interaction
Analytics
Account reconciliation

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

Refine Your Search

client advisor jobs in haddington, eln

Client Delivery Advocate - Analyst

Sales Advisor

Human Resources Director

Employee Benefits Consultant (Health and Risk)

Governance & Reporting Associate

Business Architect & Org Design Lead

Solution Consultant (Figaro)

Business Architect Manager, Consumer, ERI & TMT, Operations Industry & Domain Solutions, Technology & Transformation

Legal Manager

Cost Manager (NRM1)

Management Consultant - Finance Transformation

Infrastructure Projects lawyer - Edinburgh

Principal Maritime Engineer

Principal Maritime Civil Engineer

Mortgage Advisor

Customer support advisor

Mortgage Advisor

Consulting Associate

Office Administrator

Fraud Advisor

I want to receive the latest job alerts for client advisor in haddington, eln

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