Client Service Analyst

Summary

Join our team as an Analyst at ICONIQ Capital, a global investment firm, to deliver high-touch client service in a fast-paced environment. As a key member of the client team, you will assist in delivering bespoke solutions for clients across lifestyle management, philanthropy, investments support, financial operations, and wealth planning.

Requirements

• Bachelor’s degree with a minimum 3.2 GPA
• Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
• Proactively and independently solve problems while exercising sound judgment
• Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
• Strong communication skills both written and verbal
• Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
• Expressed interest in a career in Private Wealth Management

Responsibilities

• Under the supervision of experienced team members, provide high touch, proactive service in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support
• Assist with the timely communication and execution of financial planning strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high-touch, seamless experience for the client
• Adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally
• Partner with internal teams to implement operations for client matters including investments, financial planning, philanthropy, risk management and banking solutions
• Help to execute new client onboarding, account transfers and drive tactical account updates & maintenance tasks
• Provide private banking support, including managing daily cash balances, collaborating with other teams to process bill pay, investment funding, tax payments and all cash disbursement requests
• Partner with internal teams to complete investment documents, including subscription documents, purchase agreements and investor support documentation
• Maintain accurate and up-to-date client records in firm platforms and systems at all times, including project tracking and reporting, with a rigorous focus on data integrity

Benefits

• Comprehensive Medical, Dental and Vision Insurance
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare
• A matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework
• Smart-casual dress code