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Client Operations Analyst

Family Office, Full-Time

New York, NY

$80,000 - $100,000 BASE PLUS BONUS


The Role:

Private investment firm looking for a Client Operations Analyst.

Job  Description:

  • Collaborate with internal teams to handle various client processes, including:
    • Coordinate subscription documents for private investments.
    • Perform investment operations, bill pay, and general money movement.
    • Execute and manage the client on-boarding process, account openings and transfers.
  • Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.
  • ¬†Manage relevant client data, create and maintain centralized records that are comprehensive and precise.
  • Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.
  • Partner closely with select external service providers.
  • Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.
  • Promote and ensure respect for client privacy and confidentiality in all matters.
  • Be an engaged culture carrier and participate in firm-wide initiatives.
  • Possibility of minimal travel to other domestic ICONIQ offices.

Required Skills:

  • Bachelor’s degree required
  • From a wealth manager , fund administrator or RIA with client operations
  • Client on boarding or fund doc management

 

 

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