![]() ![]() Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.Excellent interpersonal skills, enthusiasm and a strong aptitude for learning.Strong communication skills both written and verbal.Demonstrated passion in high-touch client service and the utmost adherence to confidentiality.Proactively and independently solve problems while exercising sound judgment.Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously.Bachelor’s degree with a minimum 3.2 GPA.Maintain accurate and up-to-date client records in firm platforms and systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.Embody ICONIQ’s entrepreneurial spirit through active participation in cross-functional firm initiatives in support of the business.Partner with internal teams such as Investments, Investment Operations, Client Operations, and Family Office Human Resources to coordinate client service processes and shepherd results.Deliver accurate, timely work product and document preparation with the highest level of attention to detail.Partner with internal teams to complete investment documents, including subscription documents, purchase agreements and investor support documentation.Provide private banking support, including managing daily cash balances, collaborating with other teams to process bill pay, investment funding, tax payments and all cash disbursement requests.Help to execute new client onboarding, account transfers and drive tactical account updates & maintenance tasks.Partner with internal teams to implement operations for client matters including investments, financial planning, philanthropy, risk management and banking solutions.Develop basic working advisory knowledge of trusts and LLCs, including assisting with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements. ![]()
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