Analyst, Client Coordination

ICONIQ; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Life and disability insurance

401(k) matching

Commuter benefits

Wellness stipends

Tuition reimbursement

Smart-casual dress code

Job summary

ICONIQ, a global investment firm, seeks a Client Coordination Analyst to support high-net-worth clients within ICONIQ Investment Management. You will provide operational and administrative support to client teams, facilitate contracts and NDAs, and coordinate with external advisors, ensuring accurate record-keeping and real-time tracker maintenance.

The ideal candidate has a bachelor's degree and at least two years of experience in paralegal or administrative roles, with strong organization and

Qualifications

• Bachelor's degree and 2+ years in paralegal, administrative support or wealth-management settings.
• Strong organizational skills and rigorous attention to detail.
• Excellent interpersonal and communication skills with cross-office collaboration.
• Familiarity with AI tools to boost productivity and workflows.

Responsibilities

• Provide general, ad hoc operational and administrative support to client team members.
• Drive document preparation and signature facilitation for contracts, NDAs and other agreements.
• Liaise with external advisors and service providers for document reviews with client teams.
• Assist in comprehensive record-keeping and electronic filing of executed documents.
• Maintain daily and real-time internal trackers and suggest improvements.
• Assist with administration for other client projects or internal processes.

Skills

Organizational skills

Attention to detail

Interpersonal communication

Team collaboration

Learning agility

Communication

Education

Bachelor's degree

Tools

AI tools familiarity

Job description

The Client Coordination Analyst is a critical member of the client support team for high-net worth and ultra-high-net worth families, philanthropies and their staff. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

What You’ll Do:

• Provide general, ad hoc operational and administrative support to client team members advising a select number of complex clients.
• Drive document preparation and signature facilitation for a range of client critical solutions, including contracts, grants, scholarships, NDAs, and other legal agreements.
• Liaise with external advisors and service providers for review of documents, contracts, NDAs and legal agreements in conjunction with client team members.
• Assist in comprehensive record-keeping, including electronically filing and organizing all executed documents.
• Own daily and real-time maintenance of internal information, statuses and project trackers, as well as suggesting improvements to internal tracking systems to increase efficiency and accuracy.
• Assist with administration for other client projects or internal team processes as needed.

Ideal Candidate Background:

• Bachelor's degree and a minimum of 2 years of relevant industry experience (Paralegal, administrative assistant experience welcomed; family office, wealth management or other experience working with high-net-worth families is a plus).
• Demonstrated aptitude for exceptionally strong organizational skills and rigorous attention to detail.
• Excellent interpersonal and communication skills, enthusiasm and a strong aptitude for learning.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees across multiple offices to exceed clients' expectations.
• Familiarity with AI tools and technologies is a plus. We value team members who are curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation.

What We Offer:

• 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.
• Smart-casual dress code.

Location:

Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

Compensation Range:

ICONIQ is required by law to include a reasonable estimate of the salary range for this role. 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. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $80,000 - $90,000 together with the benefits listed above.

About ICONIQ

ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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.

Equal Employment Opportunity Statement:

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.