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Client Delivery Specialist - Associate

Stamford, CT 06902

Posted: 07/31/2026 Industry: Information Technology Job Number: 55761

Job Description

Our client is seeking a Client Delivery Specialist – Associate for a direct hire opportunity.   The Client Delivery Specialist Associate will join a Data Solutions team to set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.

 Pay: $75,000 - $85,000 annually

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:
    • Perform system setup and configuration, new client setup, new financial account and asset set-up and classification.
    • Assist in data feed management.
    • Create custom reports based on client-specific needs.
    • Liaise with the vendor partners for enhancements, and system and data issues.
  • Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
  • Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
  • Assess and act upon client and company needs proactively.

Qualifications:
  • 3+ years of experience in a related field
  • Bachelor's degree from an undergraduate program
  • Excellent customer service skills and the ability to foster and maintain effective relationships
  • Strong understanding of financial instruments
  • Experience with RIA/Wealth management policies, procedures, and client service 
  • Experience working with wirehouses or custodians
  • Organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
  • Comfortable with technology, software tools, and applications:
    • Able to learn new software quickly
    • Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
    • Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
    • Strong MS Excel and PowerPoint skills
    • Basic knowledge of database concepts, and any type of programming
    • Working knowledge of Photoshop, HTML design, and/or similar tools
  • Knowledge of various financial products and indices, particularly:
    • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
    • Alternative investments
    • Performance reporting calculations and methodologies
    • Portfolio management and rebalancing
    • How Family Offices, RIAs, and investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
  • Collaborative and able to thrive in a team environment while working independently
  • Able to learn quickly and adapt to an expanding environment
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.
 

Job Requirements

Hybrid
By using best practices and optimal employee recruiting strategies, Kavaliro provides employers with employment solutions by providing the most qualified and professional employees, who can staff both project and permanent positions in order to ensure the ongoing success of all types of businesses. We use a streamlined-yet-thorough approach to staffing that saves our clients administrative time, resources and money.
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About Stamford, CT

Ready to take the next step in your career? Explore our job opportunities in the vibrant area surrounding Stamford, Connecticut! Known for its picturesque coastal views, thriving business community, and close proximity to New York City, Stamford offers an unbeatable combination of urban excitement and suburban charm. With a plethora of employment options in industries such as finance, technology, and healthcare, this area provides fantastic growth opportunities for professionals of all backgrounds. Discover the rich culture at the Stamford Museum & Nature Center, catch a show at the Palace Theatre, or enjoy a delicious meal at one of the many renowned restaurants in the area. Join us in this dynamic region and find your dream job today!

What to expect when working with Kavaliro

Just like with our clients, we build our process to meet each individual candidate s needs. Our recruiters take the time to listen to your career goals and ambitions, then work one-on-one with you to help place you in a company that provides the best professional fit.

01

Call us with a detailed overview of your experience, skills, background, and goals. If you are local and prefer, we will set up a face-to-face interview.

02

You will be asked to complete an online assessment form to assess your skill level. At the same time, your references will be checked.

03

Your Kavaliro recruiter will discuss and review potential job opportunities.

04

When you and your recruiter agree on a potential match, you ll be briefed with helpful insight into the client s needs.

05

When you begin your employment tenure with the client, Kavaliro will continue to be there to support you in your career.

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