Onboarding Solutions - Associate

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Salary

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401(k) match

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Schedule

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Weekend work

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Application

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Deadline

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About this role

Onboarding Solutions - Associate Salt Lake City, Utah, United States About the Role iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. The ideal candidate will build out legal documents workflows and become a strategic problem solver together with Associates and Assistant Vice Presidents. This role is highly collaborative, with a strong focus on understanding legal documents and improving operational processes as a team. Responsibilities - Structure legal documents into iCapital's software using the company's proprietary tool. - Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces. - Identify which questions in legal documents are applicable to investor types and apply necessary logic. - Communicate with the team on advancements and areas for improvement within internal systems and processes. - Develop an in-depth understanding of all interfaces on the Onboarding Solutions team, ensuring the seamless transition of clients from internal-facing to external-facing team members. - Execute end-to-end technical and operations deliverables, manage daily workflows to ensure consistent, high-quality delivery. - Act as a subject matter expert on subscription document onboarding. - Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution. - Infer client needs

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