Remote Client Experience Associate, Investor Relations LATAM - Associate

Summary

Join iCapital's International Investor Relations team as an Associate to support clients in Latin America and help maintain and expand relationships across the region.

Requirements

• Bachelor’s degree with 3-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments
• Fluent Spanish speaker is required
• Fluency in Portuguese is a plus
• Experience with high-net-worth clients, financial advisors, and fund managers
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skills
• Able to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player
• Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)

Responsibilities

• Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives
• Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction
• Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes
• Work collaboratively with internal cross-functional teams and Unicorn Strategic Partners, our partner in the region, to ensure new and existing clients and advisors are properly trained to use the platform and are provided adequate hands-on support during their first trades
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform

Benefits

• Base salary range: $85,000 to $105,000
• Comprehensive benefits package including employer matched retirement plan and generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)
• Flexibility to work remotely Friday with four days in the office