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New Client Setup Specialist Paycom Jobs (NOW HIRING)

iCapital

Client Delivery Specialist

Stamford, CT · On-site

$90K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

New client setup * New financial account and asset set-up and classification * Data feed management * Create custom reports based on client-specific needs * Liaise with the vendor partners for ...

iCapital

Client Delivery Specialist

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Perform system setup and configuration, new client setup, new financial account and asset set-up ...

iCapital

Client Delivery Specialist - Associate

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Perform system setup and configuration, new client setup, new financial account and asset set-up ...

iCapital

Client Delivery Specialist - Associate

Stamford, CT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Perform system setup and configuration, new client setup, new financial account and asset set-up ...

iCapital

Client Delivery Specialist - Associate

Stamford, CT · Hybrid

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Perform system setup and configuration, new client setup, new financial account and asset set-up ...

iCapital

Client Delivery Specialist - Associate

Stamford, CT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Perform system setup and configuration, new client setup, new financial account and asset set-up ...

AppWork

Client Support Specialist

Ramsey, NJ · On-site

$18 - $24.25/hr

  • PTO

Client Support Specialist At AppWork, we've built a simple, user-friendly PropTech platform that ... Client Setup & Integrations * Configure new client environments end-to-end, including PMS ...

iCapital

Client Delivery Specialist - Associate

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Perform system setup and configuration, new client setup, new financial account and asset set-up ...

AppWork

Client Support Specialist

Saint Petersburg, FL · On-site

$17 - $23/hr

  • PTO

Client Support Specialist At AppWork, we've built a simple, user-friendly PropTech platform that ... Client Setup & Integrations * Configure new client environments end-to-end, including PMS ...

Fischer Homes

MORTGAGE LOAN SETUP SPECIALIST

Erlanger, KY · On-site

  • Life

  • Retirement

  • PTO

Mortgage Loan Setup Specialist Erlanger, KY Job Summary We are seeking a motivated Mortgage Loan ... Support new-construction loan transactions by gathering, reviewing, and uploading required ...

Daniel Stark Law

New Client Specialist

Killeen, TX · On-site

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The first impression our company makes on potential new clients is through our New Client Specialists. Through care and compassion, they create a safe space for callers to share their stories and ...

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Showing results 21-40

All JobsNew Client Setup Specialist Paycom Jobs

New Client Setup Specialist Paycom information

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How much do new client setup specialist paycom jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for new client setup specialist paycom in the United States is $28.63, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $35.34 per hour, depending on experience, location, and employer.

Client Delivery Specialist - Associate

Benchmark IT- Technology Talent

Manhattan, NY • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Client Delivery Specialist Associate Full Time Hybrid

About the Role
We re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team. This role sets up and maintains the financial software applications the firm utilizes, assists clients with issues, works on special projects, and helps with ad-hoc tasks tied to building an innovative company. This position is a mix of finance and technology, ideal for someone who wants to grow their career at the intersection of both.

Responsibilities

  • Support financial reporting and data aggregation tools, including analyzing and explaining portfolio performance results
  • Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
  • Perform analysis of private equity and hedge fund statements for input into the system
  • Work with clients and partners to resolve data issues
  • Help manage client onboarding, account setup and training, and day-to-day support and issue management
  • Perform system setup and configuration, new client setup, and new financial account/asset classification
  • Assist with data feed management
  • Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
  • Work as part of a team to prioritize individual and shared work, ensuring projects are completed on time and to specification
  • Support the development and adoption of policies, procedures, and controls

Qualifications

  • 3 5 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
  • 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 programming
  • Working knowledge of Photoshop, HTML design, or similar tools a plus
  • Knowledge of financial products and indices, including liquid investments (equities, bonds, ETFs, mutual funds, SMA/UMA) and alternative investments
  • Understanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operate
  • Strong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbal
  • Quick learner, able to adapt to an expanding environment

Compensation & Benefits
This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

Employees in this role work in the office Monday Thursday, with the flexibility to work remotely on Friday.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: bmarkits.com/privacy-policy

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