Family Office Advisory, Analyst

Website ICONIQ Capital

ICONIQ Capital is a global investment firm elevated by an extraordinary community.

Principal 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.

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