Collaborate with internal teams to manage the client onboarding process, including account openings, asset transfers, and money movement
Partner closely with Investment Operations and Client Teams to ensure timely and accurate execution of onboarding activities
Facilitate timely responses and deliverables with a high degree of accuracy and attention to detail
Maintain and manage client data, ensuring centralized records are comprehensive, accurate, and up to date
Develop and maintain strong partnerships with internal teams to improve client service processes, workflows, and procedures
Partner with external service providers and client counterparties to support onboarding and lifecycle activities
Prioritize multiple client requests and projects while managing expectations effectively
Uphold the highest standards of client privacy and confidentiality
Contribute to the ongoing development and improvement of internal systems and processes
Act as a strong culture carrier and participate in firmwide initiatives
Ideal Candidate Background
Bachelor's degree required
2+ years of relevant experience in client onboarding, operations, or related financial services roles
Direct experience with account openings, asset transfers, and onboarding workflows
Experience with cashiering and money movement, including drafting instructions and foreign currency transactions
Familiarity with subscription documents for alternative investments and AML/KYC processes
Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.
About ICONIQ
Use of AI in the Application Process
We 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:
Additional Information
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.
Iconiq · San Francisco, CA