Analyst, Client Coordination

Iconiq • San Francisco, CA

5d • Hybrid

About The Position

The Client Coordination Analyst is a critical member of the client support team for high-net worth and ultra-high-net worth families, philanthropies and their staff. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

Requirements

• Bachelor's degree and a minimum of 2 years of relevant industry experience
• Demonstrated aptitude for exceptionally strong organizational skills and rigorous attention to detail
• Excellent interpersonal and communication skills, enthusiasm and a strong aptitude for learning.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees across multiple offices to exceed clients' expectations.

Nice To Haves

• Paralegal, administrative assistant experience welcomed
• Family office, wealth management or other experience working with high-net-worth families is a plus
• Familiarity with AI tools and technologies is a plus.
• Curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation.

Responsibilities

• Provide general, ad hoc operational and administrative support to client team members advising a select number of complex clients.
• Drive document preparation and signature facilitation for a range of client critical solutions, including contracts, grants, scholarships, NDAs, and other legal agreements.
• Liaise with external advisors and service providers for review of documents, contracts, NDAs and legal agreements in conjunction with client team members.
• Assist in comprehensive record-keeping, including electronically filing and organizing all executed documents.
• Own daily and real-time maintenance of internal information, statuses and project trackers, as well as suggesting improvements to internal tracking systems to increase efficiency and accuracy.
• Assist with administration for other client projects or internal team processes as needed.

Benefits

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage
• 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.
• Support employees who wish to pursue professional designations/certifications
• Tuition reimbursement
• Allocation for books and other supplies needed for an individual's coursework.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level