Platform Support - Analyst at iCapital in New York, New York, United States

Job description

• iCapital is looking to hire an Analyst to join its Platform Support team, with a primary focus on delivering exceptional client service for Structured Investments and Annuities. The team supports a rapidly growing client base of financial advisors and individual investors as part of the company's mission to create a best-in-class client experience.
• Candidates should have a strong client orientation, excellent communication skills, and an interest in learning investment products while working in a fast-paced, collaborative, and entrepreneurial environment.
• This position will be responsible for managing client inquiries, coordinating with internal partners, researching account and transaction questions, and helping clients navigate iCapital's offerings and service processes.
• The ideal candidate will thrive in a multi-disciplinary team environment across multiple locations and will bring professionalism, responsiveness, sound judgment, and careful attention to detail to every client interaction.

Responsibilities

• Respond in a timely, professional, and client-focused manner to inbound service requests related to Structured Investments and Annuities, with the opportunity to learn about other investment offerings.
• Serve as a primary point of contact for financial advisors and internal partners, providing clear guidance on product-related, account-related, and transaction-related questions.
• Assess client inquiries, resolve requests within the team's scope, and coordinate escalations to the appropriate product, operations, legal, compliance, or technology partners when needed.
• Provide accurate and consistent updates throughout the life cycle of each request, setting clear expectations and ensuring appropriate follow-through through resolution.
• Research client questions using available account, offering, transaction, and program information, and communicate findings in a clear and easy-to-understand manner.
• Partner with Client Sales, Relationship Management, Operations, and Product teams to support client needs and deliver a coordinated service experience.
• Maintain complete and accurate records of client interactions, research, decisions, follow-up actions, and resolutions in the CRM.
• Develop and maintain knowledge-based articles, client-service procedures, and internal reference materials related to Structured Investments and Annuities.
• Identify recurring client questions, service gaps, and process improvement opportunities, and collaborate with internal partners to improve service quality and efficiency.
• Synthesize client feedback and share actionable themes with Product, Operations, Sales, and other stakeholders to strengthen the overall client experience.
• Support client communications and readiness activities associated with new offerings, product enhancements, process changes, and service initiatives.
• Build and maintain knowledge of Structured Investments and Annuities, including key product features, terminology, transaction stages, servicing considerations, and the needs of financial advisors and investors.
• Assist in quality control efforts related to bi-weekly platform enhancement releases

Requirements

• Bachelor's degree in business administration, finance, economics, communications, or a related field
• 1-3 years of experience in client service, financial services, investment operations, relationship support, or a related field
• Strong client-service orientation with a demonstrated commitment to responsiveness, accuracy, professionalism, and follow-through
• Excellent written and verbal communication skills, with the ability to explain complex information clearly to clients and internal stakeholders
• Strong problem-solving and research skills, with the ability to evaluate client needs, identify appropriate resources, and coordinate effective solutions
• Able to work effectively in a fast-paced, dynamic environment while maintaining a high standard of client service
• Excellent time management and organizational skills, with the ability to prioritize multiple client requests and meet service expectations
• Proven ability to work independently and collaboratively with cross-functional teams
• Ability to build productive relationships with financial advisors, sales partners, operations teams, product teams, and other internal stakeholders
• Comfort working with CRM systems, spreadsheets, reporting tools, and digital financial-services platforms (dynamics, tableau, etc.)
• High attention to detail and a commitment to maintaining accurate client, account, and transaction information
• Ability to exercise sound judgment and handle sensitive client and business information with discretion
• Experience supporting financial advisors, broker-dealers, registered investment advisers, or individual investors is preferred
• Demonstrated interest in learning investment products, industry terminology, service processes, and regulatory considerations
• Knowledge of Structured Investments, Annuities, alternative investments, wealth management, or financial technology is strongly preferred

Skills

Required

• Strong client-service orientation
• High attention to detail

Benefits

• The base salary range for this role is $70,000 to $75,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes 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).