Client Service Analyst (Graduate Program)

The job overview for this position is that it is an opportunity for college seniors graduating in Winter 2023/Spring 2024 to join ICONIQ Capital as a Client Service Analyst on the Family Office Advisory Team. The role involves delivering high-level service to ultra-high-net-worth clients, providing bespoke solutions across various areas such as lifestyle management, philanthropy, investments support, financial operations, and wealth planning. The Analyst will also collaborate with experienced team members to support third-party vendor relationships and drive core projects to completion on behalf of clients.

• 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.
• Adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally.
• Execute creatively and thoughtfully to achieve results on bespoke client requests, including unique or one-off projects in collaboration with or under the direction of other team members.
• Develop basic working advisory knowledge of trusts and LLCs, including assisting with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements.
• 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.
• Deliver accurate, timely work product and document preparation with the highest level of attention to detail.
• Partner with internal teams such as Investments, Investment Operations, Client Operations, and Family Office Human Resources to coordinate client service processes and shepherd results.
• Embody ICONIQ’s entrepreneurial spirit through active participation in cross-functional firm initiatives in support of the business.
• 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.

• College Seniors graduating in Winter 2023/Spring 2024
• Bachelor's degree with a minimum 3.2 GPA
• Strong organizational and attention to detail skills

• Competitive salary range of $90,000 - $105,000
• Discretionary bonus
• Health insurance
• Paid time off
• 401k participation with company matching program
• Wellness stipend
• Personal education allowance
• Commuter benefits program