Analyst-Senior Analyst, Client Lifecycle Experience

ICONIQ • San Francisco, CA

1d • Hybrid

About The Position

The Client Lifecycle Experience team plays a critical role in supporting the firm’s high-touch service model. The team ensures seamless execution of the client onboarding lifecycle, delivering an efficient and thoughtful transition onto the ICONIQ platform. As a member of this team, you will contribute directly to delivering exceptional client service and operational excellence at the earliest stage of the client relationship.

Requirements

• Bachelor’s degree required
• 2+ years of relevant experience in client onboarding, operations, or related financial services roles
• Direct experience with account openings, asset transfers, and onboarding workflows
• Experience with cashiering and money movement, including drafting instructions and foreign currency transactions
• Familiarity with subscription documents for alternative investments and AML/KYC processes
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment

Responsibilities

• Collaborate with internal teams to manage the client onboarding process, including account openings, asset transfers, and money movement
• Partner closely with Investment Operations and Client Teams to ensure timely and accurate execution of onboarding activities
• Facilitate timely responses and deliverables with a high degree of accuracy and attention to detail
• Maintain and manage client data, ensuring centralized records are comprehensive, accurate, and up to date
• Develop and maintain strong partnerships with internal teams to improve client service processes, workflows, and procedures
• Partner with external service providers and client counterparties to support onboarding and lifecycle activities
• Prioritize multiple client requests and projects while managing expectations effectively
• Uphold the highest standards of client privacy and confidentiality
• Contribute to the ongoing development and improvement of internal systems and processes
• Act as a strong culture carrier and participate in firmwide initiatives

Benefits

• health_insurance
• dental_insurance
• vision_insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees