Senior Analyst, Client Operations

ICONIQ • New York, NY

32d • $100,000 - $115,000 • Hybrid

About The Position

This role sits within ICONIQ Business Operations, where the Client Operations team plays a critical role in supporting the firm’s high-touch service model. The team ensures seamless execution of account administration, investment operations, and onboarding for our clients. As a Senior Analyst, you will contribute directly to the firm’s ability to deliver exceptional service and operational excellence. What You’ll Do: Collaborate with internal teams to handle various client processes, including: Investment operations and money movement subscription documents and AML/KYC process for private investments client onboarding process, account openings, and transfers ongoing payments for personal properties and LLCs Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy. Manage relevant client data, create and maintain centralized records that are comprehensive and precise. Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures. Partner closely with select external service providers. Effectively prioritize tasks and projects for clients and manage expectations with Client Teams. Promote and ensure respect for client privacy and confidentiality in all matters. Be an engaged culture carrier and participate in firm-wide initiatives. Contribute to the ongoing development of internal systems.

Requirements

• Bachelor’s degree and 5+ years of relevant work experience.
• Direct experience with the client onboarding process including new account openings, transfer of assets from prior custodian(s), and initial population of CRM systems.
• Experience with the full scope of cashiering and money movements, including the drafting of instructions and execution of foreign currency transactions.
• Familiarity with subscription documents for alternative investments and accompanying AML/KYC process.

Responsibilities

• Collaborate with internal teams to handle various client processes, including: Investment operations and money movement
• subscription documents and AML/KYC process for private investments
• client onboarding process, account openings, and transfers
• ongoing payments for personal properties and LLCs
• Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.
• Manage relevant client data, create and maintain centralized records that are comprehensive and precise.
• Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.
• Partner closely with select external service providers.
• Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.
• Promote and ensure respect for client privacy and confidentiality in all matters.
• Be an engaged culture carrier and participate in firm-wide initiatives.
• Contribute to the ongoing development of internal systems.

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.

What This Job Offers

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