Client Delivery Advocate - Associate

What you’d do

Set up and maintain financial software applications, analyze private equity and hedge fund statements, reconcile accounts, and support clients with onboarding, training, and day-to-day data issues. Mix of finance and technology work on the Data Solutions team. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Bachelor's degree
• 3-5 years of related experience
• Strong understanding of financial instruments
• RIA/wealth management policies and procedures
• Excellent customer service skills