Excellent interpersonal and communication skills and ability to learn quickly and execute efficiently.Possibility of minimal travel to other domestic ICONIQ offices.Be an engaged culture carrier and participate in firm-wide initiatives.Promote and ensure respect for client privacy and confidentiality in all matters.Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.Partner closely with select external service providers.Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.Manage relevant client data, create and maintain centralized records that are comprehensive and precise.Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.Execute and manage the client on-boarding process, account openings and transfers.Perform investment operations, bill pay, and general money movement.Coordinate subscription documents for private investments.Collaborate with internal teams to handle various client processes, including:.This department will provide a growing number of high-touch services ultimately for clients of the firm, including account administration and investment operations. The Client Operations team within the ICONIQ Capital Family Office serves a critical role in the organization’s strategic agenda. The Client Operations Senior Analyst is a critical member of the Client Operations team, and she/he will execute a variety of projects and tasks related to account administration and investment operations. ICONIQ provides financial advisory and family office services and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. Wealth Management: Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others.A common integrity definition states that people with integrity do the right thing even when nobody is watching. Integrity: Is about having strong principles and values, which you demonstrate through your conduct in the work environment. Products and Services: Knowledge of the full array of our organization's products and services including those that are created for internal customers insight into the differentiating factors that distinguish them from those of competitors.Analysis: Analysis is the process of considering something carefully or using statistical methods in order to understand it or explain it. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
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