Client Delivery Specialist – AssociateJob

Position: Client Delivery Specialist – Associate Job ID: 5578
Client Delivery Specialist – Associate – Full Time – Hybrid About the Role We’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.

Responsibilities Support financial reporting and data aggregation tools, including analyzing and explaining portfolio performance results

Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections

Perform analysis of private equity and hedge fund statements for input into the system

Work with clients and partners to resolve data issues

Help manage client onboarding, account setup and training, and day-to-day support and issue management

Perform system setup and configuration, new client setup, and new financial account/asset classification

Assist with data feed management

Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues

Work as part of a team to prioritize individual and shared work, ensuring projects are completed on time and to specification

Support the development and adoption of policies, procedures, and controls

Qualifications3–5 years of experience in a related field

Bachelor’s degree from an undergraduate program

Excellent customer service skills and the ability to foster and maintain effective relationships

Strong understanding of financial instruments

Experience with RIA/wealth management policies, procedures, and client service

Experience working with wirehouses or custodians

Organized and self-motivated, with the ability to prioritize tasks and meet deadlines

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms

Experience with planning tools such as eMoney, Money Guide Pro , or similar software

Strong MS Excel and PowerPoint skills; basic knowledge of database concepts and programming

Working knowledge of Photoshop, HTML design, or similar tools a plus Knowledge of financial products and indices, including liquid investments (equities, bonds, ETFs, mutual funds, SMA/UMA) and alternative investments

Understanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operate

Strong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbal

Quick learner, able to adapt to an expanding environment

Compensation & 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.

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