Family Office Advisory Analyst: Elite Client Services

ICONIQ; San Francisco (CA); Hybrid; USD 90,000 - 105,000; Full time

Job summary

ICONIQ in San Francisco is seeking an Analyst for their Family Office Advisory team. This role focuses on managing client relationships for high net worth clients, providing high-touch service, and supporting wealth transfer and tax planning strategies.

The ideal candidate will have a Bachelor’s degree and at least two years of relevant experience, with strong communication skills and a proactive approach to client service. The position offers a hybrid work arrangement with a competitive salary range of $90,000 to $105,000.

Qualifications

• Minimum of two years of relevant industry experience in wealth management or family offices preferred.
• Ability to exceed client expectations through collaborative work.
• Enthusiastic and proactive in addressing client needs.

Responsibilities

• Manage operations for client relationships and support specialists.
• Serve as a primary contact for day-to-day client service needs.
• Drive client satisfaction through excellent service and proactive problem solving.
• Execute the onboarding process for new clients and manage transfers.

Skills

Excellent interpersonal and communication skills

Strong learning aptitude

Cooperative teamwork abilities

Education

Bachelor’s degree

Job description

ICONIQ in San Francisco is seeking an Analyst for their Family Office Advisory team. This role focuses on managing client relationships for high net worth clients, providing high-touch service, and supporting wealth transfer and tax planning strategies.

The ideal candidate will have a Bachelor’s degree and at least two years of relevant experience, with strong communication skills and a proactive approach to client service. The position offers a hybrid work arrangement with a competitive salary range of $90,000 to $105,000.