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

The role

The Family Office Advisory Analyst is a member of the relationship management team for high net worth and ultra-high net worth clients. This person will manage client relationship operations, serve as a point of contact for service needs, and execute onboarding and investment operations.

What you will do

• Manage operations for client relationships and support specialists, managers, or associates.
• Serve as a point of contact for day-to-day client service needs.
• Develop understanding of client expectations to serve as a client advocate.
• Drive client satisfaction through customer service and problem solving.
• Maintain relationships with client intermediaries like estate managers and chiefs of staff.
• Work with legal counsel and tax advisers to implement wealth strategies and philanthropic initiatives.
• Execute and manage new client onboarding and account transfers.
• Perform investment operations, bill pay, and lifestyle services.
• Maintain partnerships with internal teams on client service processes.
• Promote and ensure respect for client privacy and confidentiality.

Required qualifications

• Bachelor’s degree
• 2+ years of relevant industry experience
• Excellent interpersonal and communication skills
• Enthusiasm
• Strong aptitude for learning
• Ability to work cooperatively and collaboratively with all levels of employees

Nice to have

• Family office, wealth management, or other experience working with high net worth families

Benefits

• Comprehensive Medical, Dental and Vision Insurance
• Life and disability insurance coverage
• Mental health benefits
• Fertility benefits
• Back-up childcare
• Matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• Support for professional designations/certifications
• Tuition reimbursement
• Allocation for books and supplies for coursework
• Smart-casual dress code

Before you apply

• This job has been posted to support talent pipelining efforts.

About the company

ICONIQ is a global investment firm with over $100B assets under management. The firm seeks to build resilient investment portfolios and manage clients' lives and legacies.