The Client Coordination Analyst is a critical member of the client support team for high-net worth and ultra-high-net worth families, philanthropies and their staff. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.
What You’ll Do:
- Provide general, ad hoc operational and administrative support to client team members advising a select number of complex clients
- Drive document preparation and signature facilitation for a range of client critical solutions, including contracts, grants, scholarships, NDAs, and other legal agreements
- Liaise with external advisors and service providers for review of documents, contracts, NDAs and legal agreements in conjunction with client team members
- Assist in comprehensive record-keeping, including electronically filing and organizing all executed documents
- Own daily and real-time maintenance of internal information, statuses and project trackers, as well as suggesting improvements to internal tracking systems to increase efficiency and accuracy
- Assist with administration for other client projects or internal team processes as needed
Ideal Candidate Background:
- Bachelor's degree and 2+ years of relevant industry experience (Paralegal, administrative assistant experience welcomed; family office, wealth management or other experience working with high-net-worth families is a plus)
- Demonstrated aptitude for exceptionally strong organizational skills and rigorous attention to detail
- Excellent interpersonal and communication skills, enthusiasm and a strong aptitude for learning
- Demonstrated ability to work cooperatively and collaboratively with all levels of employees across multiple offices to exceed clients' expectations
- Familiarity with AI tools and technologies is a plus. We value team members who are curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation
What We Offer:
- Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
- Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
- A matching 401(k) program.
- Commuter Benefits program.
- Stipends to support wellness and hybrid working arrangements.
- We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
- Smart-casual dress code.
Location: 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 $80,000 - $90,000 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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 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:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
Skills Required
- Bachelor's degree
- Minimum of 2 years relevant industry experience
- Experience as paralegal or administrative assistant
- Experience working with family offices, wealth management, or high-net-worth clients
- Exceptional organizational skills and strong attention to detail
- Excellent interpersonal and communication skills and strong aptitude for learning
- Ability to work cooperatively across multiple offices and teams
- Familiarity with AI tools and technologies
- Ability to work onsite in San Francisco per hybrid policy
What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. 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.
