About this role
Investor Relations - Associate at iCapital. Location: Greenwich or New York City. Role: servicing accounts, supporting clients, managing closings Requirements: Bachelor's degree and 2+ years in financial services (client service/investor relations preferred). Must manage phone queue 8:30am-6pm EST, work with HNW clients/advisors/fund managers, and be proficient with Microsoft Word, PowerPoint, and Excel. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft PowerPoint, Microsoft Excel Commitment: Full Time Workplace: Hybrid Languages: English