About this role
Investor Relations - Analyst at iCapital. Location: Salt Lake City, Utah, United States. Role: supporting clients, managing inquiries, managing closings Requirements: Bachelor's degree; 0–2 years in financial services or client service (investor relations preferred); proficiency with Microsoft Excel and PowerPoint; experience with SaaS/wealth tech preferred; strong communication and organizational skills; able to manage phone queue 8:30am–6:00pm MST. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, Microsoft PowerPoint Commitment: Full Time Workplace: Hybrid Languages: English