Client Service Consultant
2 days ago
iCapital is a leader in the financial technology industry.
We provide a platform for advisors, wealth management firms, and asset managers to evaluate and recommend bespoke public and private market strategies.
iCapital services over $184 billion in global client assets invested in 1,471 funds.
About the OpportunityiCapital is seeking a Client Service Consultant to join the Data Solutions team in Hong Kong.
- Main Responsibilities:
- Financial reporting and data aggregation tools
- Client onboarding and relationship management
- Software setup and maintenance
- Work closely with the team to prioritize tasks and meet deadlines
- Collaborate with vendors to resolve system and data issues
- 3-5 years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service and problem-solving skills
- Strong understanding of financial markets and instruments
-
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