Client Delivery Specialist - AssociateJob ID: 5578

Client Delivery Specialist – Associate – Full Time – HybridAbout the RoleWe’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team. This role sets up and maintains the financial software applications the firm utilizes, assists clients with issues, works on special projects, and helps with ad-hoc tasks tied to building an innovative company. This position is a mix of finance and technology, ideal for someone who wants to grow their career at the intersection of both.ResponsibilitiesSupport financial reporting and data aggregation tools, including analyzing and explaining portfolio performance resultsConduct account-level reconciliation, including research and resolution of breaks, cancels, and correctionsPerform analysis of private equity and hedge fund statements for input into the systemWork with clients and partners to resolve data issuesHelp manage client onboarding, account setup and training, and day-to-day support and issue managementPerform system setup and configuration, new client setup, and new financial account/asset classificationAssist with data feed managementCreate custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issuesWork as part of a team to prioritize individual and shared work, ensuring projects are completed on time and to specificationSupport the development and adoption of policies, procedures, and controlsQualifications3–5 years of experience in a related fieldBachelor’s degree from an undergraduate programExcellent customer service skills and the ability to foster and maintain effective relationshipsStrong understanding of financial instrumentsExperience with RIA/wealth management policies, procedures, and client serviceExperience working with wirehouses or custodiansOrganized and self-motivated, with the ability to prioritize tasks and meet deadlinesExperience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platformsExperience with planning tools such as eMoney, MoneyGuidePro, or similar softwareStrong MS Excel and PowerPoint skills; basic knowledge of database concepts and programmingWorking knowledge of Photoshop, HTML design, or similar tools a plusKnowledge of financial products and indices, including liquid investments (equities, bonds, ETFs, mutual funds, SMA/UMA) and alternative investmentsUnderstanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operateStrong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbalQuick learner, able to adapt to an expanding environmentCompensation & Benefits This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include 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).Employees in this role work in the office Monday–Thursday, with the flexibility to work remotely on Friday.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: ID: 5578