Associate Vice President, Client Delivery Specialist

Associate Vice President, Client Delivery Specialist

About the Company

Fast-growing fintech firm building innovative financial software and data solutions

Industry
Financial Services

Type
Privately Held, VC-backed

About the Role

The Company is seeking a Client Delivery Specialist at the Associate or AVP level to join its Data Solutions Team. This role is pivotal in setting up and maintaining financial software applications, supporting financial reporting and data aggregation tools, and assisting clients with various issues. The successful candidate will be responsible for account-level reconciliation, analyzing portfolio performance, and working on special projects to contribute to the company's innovative environment. A mix of finance and technology, this position is ideal for individuals looking to advance their careers at the intersection of both fields. Applicants should have 3-5 years' of experience in a related field, a Bachelor's degree, and a strong understanding of financial instruments. The role requires excellent customer service skills, experience with RIA/wealth management policies, and a background in client service with wirehouses or custodians. The ideal candidate will be organized, self-motivated, and have experience with wealth management platforms. Strong MS Excel and PowerPoint skills are essential, as is the ability to perform under pressure, manage multiple tasks, and meet deadlines. The role demands a quick learner with the ability to adapt to an expanding environment and strong critical thinking and problem-solving skills.

Functions

• Account Management/Optimization
• Data Management/Analytics