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

Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
Solution Consultant
FNZ —Edinburgh
- Full-time
- Hybrid work
- No degree
- Financial services
- Communication skills
- Life insurance
Associate Director, ER&I (Energy, Resourcing and Industrials incl. Construction), Operations Industry & Domain Solutions, Engineering AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Management
- Master's degree
- Business development
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Management
- Business development
- Communication skills
Customer Advisor - TradePoint
B&Q —Livingston
- £13.10 an hour
- Part-time
- Annual leave
- Employee assistance programme
4d
Employee Benefits Consultant (Health and Risk)
Aon Corporation —Edinburgh
- Hybrid work
Senior Manager, Business Architect, Consumer, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Hospitality
- IT
Solution Consultant (Figaro)
FNZ —Edinburgh
- Full-time
- Hybrid work
- SQL
- Analysis skills
- Continuous improvement
- Life insurance
Sr. Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
- Master's degree
- Bachelor's degree
- Accounting
Quick apply
2d
Senior Sales Engineer (French Speaking)
N-able —Edinburgh
- Full-time
- Hybrid work
- Sales
- Project management
- Organisational skills
- Employee stock purchase plan
- Annual leave
Legal Manager
Raytheon —Glenrothes
- Full-time
- Hybrid work
- Project management
- Contracts
- Communication skills
- Sick pay
12d
Sales Advisor
LKQ Corporation —Kirkcaldy
- Full-time
- Sales
- Customer service
- Windows
- Annual leave
- Employee assistance programme
7d
Cost Manager (NRM1)
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- Leadership
Quick apply
Regional Director - Scotland and England North
AECOM —Edinburgh
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
- Contracts
Business Architect & Org Design Lead
AECOM —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Leadership
Senior Quantity Surveyor
Mott MacDonald —Edinburgh
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Mentoring
- Annual leave
- Employee discount
9d
Infrastructure Projects lawyer - Edinburgh
Pinsent Masons —Edinburgh
- Full-time
- Project management
- University
- Communication skills
Principal Cable System Design Engineer
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Mentoring
PART-TIME Fashion & Lifestyle Retail Advisor
Swish Projects Ltd —Edinburgh
- Up to £12.90 an hour
- Part-time
- Bilingual
- Customer service
- Merchandising
- Employee discount
Quick apply
Client Care Advisor
Vets for Pets —Livingston
- Weekend availability
- Computer literacy
- Employee discount

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client advisor jobs near musselburgh, eln

Client Delivery Advocate - Analyst

iCapital -
Edinburgh

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Job details

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

Refine Your Search

client advisor jobs in musselburgh, eln

Client Delivery Advocate - Analyst

Solution Consultant

Associate Director, ER&I (Energy, Resourcing and Industrials incl. Construction), Operations Industry & Domain Solutions, Engineering AI & Data, Technology & Transformation

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Customer Advisor - TradePoint

Employee Benefits Consultant (Health and Risk)

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

Solution Consultant (Figaro)

Sr. Subject Matter Expert - Implementations

Senior Sales Engineer (French Speaking)

Legal Manager

Sales Advisor

Cost Manager (NRM1)

Regional Director - Scotland and England North

Business Architect & Org Design Lead

Senior Quantity Surveyor

Infrastructure Projects lawyer - Edinburgh

Principal Cable System Design Engineer

PART-TIME Fashion & Lifestyle Retail Advisor

Client Care Advisor

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

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