Enhance your career with iCapital as an Investor Relations Associate, specializing in the Canadian market. Connect with financial advisors and clients to optimize the investment experience using iCapital’s state-of-the-art technology.
In this rewarding role, you will help manage relationships with banks, wealth managers, and family offices while ensuring exceptional service and client satisfaction. You will be instrumental in facilitating onboarding processes, updating accounts, and responding to client inquiries effectively. This position is ideal for those looking to make an impact through robust client communication and support.
Key Responsibilities:
• Facilitate client updates; ensure accurate fund distribution
• Collaborate with internal teams to refine user experiences
• Assist with the onboarding of financial advisors
• Respond to client questions via phone and email
• Support fund managers with subscription and closing processes
Requirements:
• Required: Bachelor’s degree
• 2-5 years in financial services or investor relations
• Knowledge of alternative investment transactions is a plus
• Strong organizational skills and attention to detail
• Proficient in Microsoft Office applications
Bring your expertise in client relations and passion for finance to iCapital’s Investor Relations team.
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📌 Investor Relations Associate at iCapital (Toronto)
🏢 iCapital
📍 Toronto
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