Analyst, Client Coordination

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.

• →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.

• Bachelor's degree and a minimum of 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.

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.

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.