Search jobs > Jacksonville, FL > Client advocate

Jr. Client Delivery Advocate - Analyst

iCapital
Jacksonvlle, FL, United States
$50K a year
Full-time

Responsibilities

  • Organize, sort, and enter data from financial statements.
  • Assist with data feed management.
  • Liaise with team lead on system and data issues.

Qualifications

  • 0-2 years Data entry experience
  • Comfortable with technology, software tools and applications.
  • Well-organized and self-motivated
  • Highly attentive to detail and accuracy
  • Familiar with handling confidential data
  • Familiar with financial services helpful is preferred
  • Associate degree in finance, business administration, or accounting is preferred

Benefits

The base salary range for this role is $50,000. 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).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day.

Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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.

30+ days ago
Related jobs
iCapital
Jacksonville, Florida

Organize, sort, and enter data from financial statements.Assist with data feed management.Liaise with team lead on system and data issues.Comfortable with technology, software tools and applications.Well-organized and self-motivated.Highly attentive to detail and accuracy.Familiar with handling conf...

iCapital
Jacksonville, Florida

Develop and strengthen client relationships via client on-boarding, client account setup and training and 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,...

Promoted
Lowe's
Jacksonville, Florida

Minors in this role may not be responsible for some of the activities listed below.Demonstrates ability to monitor and identify customers who need assistance at multiple self-checkout registers simultaneously.Approaches and interacts with customers to proactively recommend products and services appr...

Promoted
TruGreen
Jacksonville, Florida

TruGreen Neighborhood Lawn Territory Sales Representative. As a TruGreen Territory Sales Representative, you can use your people skills to help new and existing customers find the right lawn care maintenance plans, both at people's homes and/or by phone. Average income is $875 - $1,200/week (based o...

Promoted
Career Group
FL, United States

Our client, a well-known Surgical Center, is seeking a .ASAP in their Miami Design District office.This position is on-site Monday - Friday.The ideal candidate will be driven, and a self-starter who will require very little guidance.Greet and welcome visitors in a friendly and professional manner.Re...

Promoted
Spade Recruiting USA
Jacksonville, Florida

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and...

Promoted
Domino's Pizza, Inc.
FL, United States

You will be answering the Customer Service, Service, Restaurant, Retail, Customer. ...

Promoted
USHEALTH
FL, United States

Our success depends on your success, that's why we have a super-responsive team of experts making sure every Customer Success Account Manager has everything they need to be at the top of their game. Customer Success Account Manager position is also relevant to job seekers with various work experienc...

Promoted
University of Florida Health
Jacksonville, Florida

Provides excellent customer service for patients/families/representatives and other members of the treatment team. Provides excellent customer service and greets patients entering the department/practice. Clerical/customer service experience - ideally in a health care related industry preferred. Int...

Promoted
PCL Construction
FL, United States

Greets all visitors, answers questions, and directs to meeting ro Receptionist, Administrative, Construction. ...