Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.(Family office, wealth management, or other experience working with high net worth families is preferred). Bachelor's degree and a minimum of two years of relevant industry experience.Promote and ensure respect for client privacy and confidentiality in all matters.Be an engaged culture carrier and participate in firmwide initiatives. Help maintain partnerships with other internal teams on client service processes and workflow.Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.Execute and manage the new client onboarding process and account transfers.Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.Develop a thorough understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.Serve as a point of contact for day-to-day client service needs.Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships.The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Family Office Advisory, Analyst Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care. ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world's most influential families and an array of mission-driven institutions. 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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