There are several factors taken into consideration in making compensation decisions including but not limited to skill sets experience and training licensure and certifications and other business and organizational needs. Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy.Ĭompensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. Authorized to work permanently in the U.S.Bachelor’s degree and a minimum of 2 years of relevant work experience.Desire to work in a team oriented and fast-paced environment with ability to multi-task.Highly dependable, trustworthy, accountable and mature.Detail-oriented, organized, results driven and solution-oriented.Demonstrated ability to work cooperatively and collaboratively with all levels of employees across multiple offices and time zones, as well as independently, to exceed clients’ expectations.Excellent interpersonal and communication skills and ability to learn quickly and execute efficiently.Contribute to the ongoing development of internal systems.Be an engaged culture carrier and participate in firm-wide initiatives.Promote and ensure respect for client privacy and confidentiality in all matters.Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.Partner closely with select external service providers.Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.Manage relevant client data, create and maintain centralized records that are comprehensive and precise.Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.Carry out the execution of ongoing payments for personal properties and LLCs.Execute and manage the client on-boarding process, account openings and transfers.Coordinate subscription documents for private investments.Perform investment operations, bill pay, and general money movement.Collaborate with internal teams to handle various client processes, including:.This department will provide a growing number of high-touch services ultimately for clients of the firm, including account administration and investment operations. The Client Operations team within the ICONIQ Capital Family Office serves a critical role in the organization’s strategic agenda. The Client Operations Analyst is a critical member of the Client Operations team, and she/he will execute a variety of projects and tasks related to client account administration and investment operations. The Opportunity: Client Operations Analyst With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society ICONIQ Capital is a global investment firm elevated by an extraordinary community.
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