Analyst, Family Office Advisory (New York and San Francisco)

ICONIQ•San Francisco, CA

6d•$90,000 - $105,000•Hybrid

About The Position

The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role involves managing operations for client relationships, serving as a point of contact for client service needs, and developing a deep understanding of client expectations to act as a knowledgeable client advocate. The analyst will drive client satisfaction through excellent customer service, prompt follow-up, and proactive problem-solving. They will also help maintain relationships with key client intermediaries, work with legal counsel and tax advisors on wealth transfer strategies, execute new client onboarding, perform investment operations and lifestyle services, and maintain partnerships with internal teams. Additionally, the role requires participation in firmwide initiatives and ensuring client privacy and confidentiality.

Requirements

Bachelor’s degree and a minimum of two years of relevant industry experience.
Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.
Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.
Candidates should be fluent in using AI tools to enhance their work.

Nice To Haves

Family office, wealth management, or other experience working with high net worth families is preferred.

Responsibilities

Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships.
Serve as a point of contact for day-to-day client service needs.
Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
Execute and manage the new client onboarding process and account transfers.
Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.
Help maintain partnerships with other internal teams on client service processes and workflow.
Be an engaged culture carrier and participate in firmwide initiatives.
Promote and ensure respect for client privacy and confidentiality in all matters.