Client Service Specialist

4 days ago


San Francisco, California, United States ICONIQ Capital Full time
About the Role

We are seeking a highly skilled and detail-oriented Client Service Analyst to join our team at ICONIQ Capital. As a key member of our client team, you will be responsible for delivering exceptional service to our ultra-high-net-worth clients in a fast-paced and dynamic environment.

Key Responsibilities
  • Client Service: Provide high-touch, proactive service in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support.
  • Client Operations: Partner with internal teams to implement operations for client matters, including investments, financial planning, philanthropy, risk management, and banking solutions.
  • Documentation & Reporting: Maintain accurate and up-to-date client records in firm platforms and systems, with a rigorous focus on data integrity.
Requirements
  • Bachelor's degree with a minimum 3.2 GPA
  • Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
  • Proactively and independently solve problems while exercising sound judgment
  • Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
  • Strong communication skills both written and verbal
  • Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning
  • Expressed interest in a career in Private Wealth Management
What We Offer
  • Comprehensive Medical, Dental, and Vision Insurance
  • Life and disability insurance coverage as well as family and wellness benefits
  • 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
Location

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

Compensation Range

A reasonable estimate of the current salary range is $90,000.00 to $100,000.00, together with the benefits listed above.



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