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Client Success Manager

3 weeks ago

Toronto, Ontario, Canada iCapital Full time

iCapital is a specialist in the alternative investment sector, offering a comprehensive range of solutions for financial advisors and wealth management firms. Our technology platform has transformed the way we approach investment decision-making, enabling us to provide tailored public and private market strategies for high-net-worth clients.

About the Role

We are seeking an Analyst to join our International Investor Relations team with a focus on the Canadian market. This individual will work closely with internal teams and the fund administrator to build and maintain relationships across the region. The role will involve supporting banks, independent wealth managers, dealers, and family offices in Canada by assisting them with their investments in iCapital's Canadian funds and on our technology platform.

The Investor Relations team plays a critical role in supporting investors, financial advisors, and home office personnel with their investments on our platform, while working closely with fund sponsors using our platform for distribution. Our goal is to deliver exceptional client experiences and drive overall client success.

Key Responsibilities:

  • Collaborate with financial advisors and other wealth managers to onboard new clients, including website registration and submission and remediation of client subscriptions, redemptions, and transfers.
  • Guide clients through capital calls, distributions, and reporting processes.
  • Provide ongoing support to clients via phone and email, responding to a wide range of inquiries in a timely and accurate manner, with the aim of achieving high 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 commitment to delivering successful client outcomes.
  • Provide dedicated coverage of client accounts, working closely with internal relationship managers to meet the clients' needs and objectives.
  • Collaborate with the fund administrator to ensure timely and accurate capital activity and account maintenance processing.
  • Focus on delivering exceptional client satisfaction by providing 'white glove' service.