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Client Delivery Associate Jobs in Connecticut (NOW HIRING)

iCapital

Client Delivery Team Lead

Stamford, CT · On-site

$85K - $125K/yr

This role will oversee a team of client-facing reporting analysts and associates. This individual ... deliver high quality, best in class service to our clients on a consistent basis. The ideal ...

iCapital

Client Delivery, Team Lead

Stamford, CT · On-site

$85K - $125K/yr

About the Role This role will oversee a team of client-facing reporting analysts and associates ... deliver high quality, best in class service to our clients on a consistent basis. The ideal ...

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How much do client delivery associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for client delivery associate in Connecticut is $16.95, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $18.08 per hour, depending on experience, location, and employer.

What does a client delivery associate do?

A client delivery associate is responsible for ensuring the timely and accurate delivery of services or products to clients. They coordinate between teams, manage client communications, and often use tools like CRM software to track progress and resolve issues. The role requires strong organizational skills and customer service abilities.

What are the most commonly searched types of Client Delivery jobs in Connecticut?

The most popular types of Client Delivery jobs in Connecticut are:

What cities in Connecticut are hiring for Client Delivery Associate jobs?

Cities in Connecticut with the most Client Delivery Associate job openings:

Client Delivery Associate jobs near you
Infographic showing various Client Delivery Associate job openings in Connecticut as of June 2026, with employment types broken down into 1% As Needed, 67% Full Time, 28% Part Time, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $35,257 per year, or $17 per hour.

Client Delivery Specialist - Associate

Kavaliro

Stamford, CT • On-site

$75K - $85K/yr

Other

Posted 27 days ago

Job description

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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