Client Delivery Specialist - Associate

Client Delivery Specialist – AssociateOur client is seeking a Client Delivery Specialist – Associate for a direct hire opportunity. The Client Delivery Specialist Associate will join a Data Solutions team to set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology. Pay: $75,000 - $85,000 annuallyResponsibilities:Financial reporting and data aggregation tools: Analyze and explain portfolio performance results.

Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. Perform analysis of private equity and hedge fund statements for input into the systemWork with clients and partners to resolve data issuesDevelop and strengthen client relationships: Help manage client onboarding, client account setup and training and day-to-day support and issue managementSoftware maintenance and setup: Perform system setup and configuration, new client setup, new financial account and asset set-up and classification. Assist in data feed management. Create custom reports based on client-specific needs.

Liaise with the vendor partners for enhancements, and system and data issuesWork as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Assess and act upon client and company needs proactivelyQualifications:3+ years of experience in a related fieldBachelor's degree from an undergraduate programExcellent customer service skills and the ability to foster and maintain effective relationshipsStrong understanding of financial instrumentsExperience with RIA/Wealth management policies, procedures, and client serviceExperience working with wirehouses or custodiansOrganized and self-motivated with the ability to prioritize tasks and meet deadlinesHighly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilitiesComfortable with technology, software tools, and applications: Able to learn new software quicklyExperience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platformsExperience with planning tools such as eMoney, MoneyGuidePro, or similar softwareStrong MS Excel and PowerPoint skillsBasic knowledge of database concepts, and any type of programmingWorking knowledge of Photoshop, HTML design, and/or similar toolsKnowledge of various financial products and indices, particularly: Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA Alternative investments Performance reporting calculations and methodologies Portfolio management and rebalancing How Family Offices, RIAs, and investment advisors workCritical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbalCollaborative and able to thrive in a team environment while working independentlyAble to learn quickly and adapt to an expanding environmentKavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.