• Deliver white-glove investor and advisor servicing throughout the onboarding, subscription, capital activity, and ongoing servicing lifecycle.
• Guide financial advisors and high-net-worth investors through subscription and AML/KYC requirements, ensuring documentation is accurate, complete, and compliant.
• Build trusted relationships with advisors, investors, fund sponsors, custodians, and internal stakeholders through responsive and solution-oriented support.
• Communicate effectively via email, phone calls, and platform-based interactions, translating complex operational and investment-related requirements into clear, actionable guidance.
• Proactively identify onboarding and servicing bottlenecks and resolve issues efficiently to minimize friction and improve client experience.
• Serve as a primary liaison with fund administrators on a daily basis to resolve subscription, capital call, redemption, transfer, reporting, cash reconciliation, and investor record-related matters.
• Partner with internal teams including Product, Operations, Compliance, Finance, Technology, and Client Solutions to ensure seamless service delivery and accurate client communications.
• Conduct client training sessions and platform demonstrations, educating advisors and investors on iCapital's technology and investment workflows.
• Support business development efforts by participating in client meetings, RFP discussions, onboarding workshops, and prospective client pitches when required.
• Demonstrate platform capabilities and workflows to prospective clients and partners as part of the sales and onboarding process.
• Drive continuous process improvement initiatives by leveraging AI tools, workflow automation, and data analytics to enhance productivity, reduce operational risk, and improve scalability.
• Identify opportunities to streamline operational processes, reduce manual effort, and improve service quality across investor servicing functions.
• Assist in documenting procedures, developing best practices, and promoting operational excellence across the Investor Relations organization.

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline.
• 5–8 years of relevant experience in Investor Relations, Investor Services, Fund Operations, Client Services, Transfer Agency, or Alternative Investments.
• Strong preference for candidates who have worked at a fund administrator, particularly within Investor Services, Transfer Agency, or Investor Relations.
• Experience supporting private equity, private credit, hedge funds, real assets, or other alternative investment products is highly desirable.
• Excellent verbal and written communication skills in English. Fluency in Cantonese and/or Thai would be a strong advantage.
• Demonstrated ability to interact effectively with senior stakeholders, financial advisors, and fund sponsors.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
• Proven problem-solving skills with the ability to investigate issues, identify root causes, and drive resolution.
• Comfortable working independently while collaborating effectively across global teams.
• Strong proficiency in Microsoft Office applications.
• Strong interest in financial technology and digital transformation.
• Demonstrated experience using AI tools (e.g., Microsoft Copilot, workflow automation tools, or similar technologies) to improve productivity, operational efficiency, or client servicing processes.
• Ability to adapt quickly to changing business requirements and contribute to a culture of continuous improvement.

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 4 days a week with the flexibility to work remotely 1 day ( Friday).

For additional information on iCapital, please visit https://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/