Client Delivery Advocate - Associate

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Salt Lake City, Utah, United States Full-time Posted 2d ago

Responsibilities * Financial reporting and data aggregation tools: * Analyze and explain portfolio performance results. * Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. * Perform analysis of private equity and hedge fund statements for input into the system * Work with clients and partners to resolve data issues. * Develop and strengthen client relationships: * Help manage client onboarding, client account setup and training and day-to-day support and issue management. * Software maintenance and setup: *…

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