Analyst-senior Analyst, Client Lifecycle Experience

ICONIQ

San Francisco, California, United States
Base: $90,000-115,000; bonus/equity: not specified...
On-site
2+ years client onboarding experience
Direct experience with account openings
Asset transfers and money movement workflows
The Client Lifecycle Experience team ensures seamless execution of the client onboarding lifecycle for ICONIQ's high-touch service model

Job Summary

  • The Client Lifecycle Experience team ensures seamless execution of the client onboarding lifecycle for ICONIQ's high-touch service model.
  • Candidates will collaborate with internal teams to manage account openings, asset transfers, and money movement with a high degree of accuracy.
  • ICONIQ is a global investment firm with over $80B in assets under management seeking professionals to deliver exceptional client service.

Matching Summary

The Client Lifecycle Experience team ensures seamless execution of the client onboarding lifecycle for ICONIQ's high-touch service model.

Salary

Base: $90,000-115,000; Bonus/Equity: Not specified; Benefits: Listed as part of total reward philosophy

Skills & Requirements

Must-have

  • 2+ years client onboarding experience
  • Direct experience with account openings
  • Asset transfers and money movement workflows
  • Cashiering and foreign currency transactions
  • Subscription documents for alternative investments
  • AML/KYC process familiarity

Nice-to-have

  • Strong attention to detail in fast-paced environments
  • Ability to manage multiple priorities effectively
  • Experience partnering with external service providers
  • Culture carrier mindset for firmwide initiatives

Key Requirements

  • Bachelor's degree required
  • 2+ years relevant experience in operations or financial services
  • Onsite work in San Francisco office required

Work Rights

Not specified

Tailored Resume

Cover Letter