Analyst-Senior Analyst, Client Lifecycle Experience

The Client Lifecycle Experience team plays a critical role in supporting the firm's high-touch service model. The team ensures seamless execution of the client onboarding lifecycle, delivering an efficient and thoughtful transition onto the ICONIQ platform. As a member of this team, you will contribute directly to delivering exceptional client service and operational excellence at the earliest stage of the client relationship.What You'll DoCollaborate with internal teams to manage the client onboarding process, including account openings, asset transfers, and money movementPartner closely with Investment Operations and Client Teams to ensure timely and accurate execution of onboarding activitiesFacilitate timely responses and deliverables with a high degree of accuracy and attention to detailMaintain and manage client data, ensuring centralized records are comprehensive, accurate, and up to dateDevelop and maintain strong partnerships with internal teams to improve client service processes, workflows, and proceduresPartner with external service providers and client counterparties to support onboarding and lifecycle activitiesPrioritize multiple client requests and projects while managing expectations effectivelyUphold the highest standards of client privacy and confidentialityContribute to the ongoing development and improvement of internal systems and processesAct as a strong culture carrier and participate in firmwide initiativesIdeal Candidate BackgroundBachelor's degree required2+ years of relevant experience in client onboarding, operations, or related financial services rolesDirect experience with account openings, asset transfers, and onboarding workflowsExperience with cashiering and money movement, including drafting instructions and foreign currency transactionsFamiliarity with subscription documents for alternative investments and AML/KYC processesStrong attention to detail with the ability to manage multiple priorities in a fast-paced environmentLocation: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $90,000-115,000 together with the benefits listed above.About ICONIQICONIQ is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.When you submit a job application as a prospective employee ("your" or "your") of ICONIQ Capital LLC ("ICONIQ," "we," "us," or "our"), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].Use of AI in the Application ProcessWe expect candidates to be fluent in using AI tools to enhance their work. You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.Equal Employment Opportunity Statement: