Analyst, Client Service (Entry-Level, New York and San Francisco)

*Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027*   About Investment Management Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care.                The Opportunity: Client Service Analyst – Family Office Advisory Team   The Analyst is a key member of the Family Office client team, focused on delivering the highest level of service to our ultra-high-net-worth clients in a fast-paced and dynamic environment. The Analyst assists in delivering bespoke, best-in-class solutions for clients across lifestyle management, philanthropy, investments support, financial operations and wealth planning. The Analyst, in collaboration with experienced team members, also helps support third-party vendor relationships on behalf of clients, serving as a liaison with concierge companies, attorneys, security providers, insurance brokers, and tax advisors to help drive core projects to completion on behalf of clients.   This Early Careers role is designed for undergraduate students graduating in Winter 2026 or Spring 2027, with a planned start date in Summer 2027.   Principal Responsibilities:   Client Service   Under the supervision of experienced team members, provide high touch, proactive service in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support. Assist with the timely communication and execution of financial planning strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high-touch, seamless experience for the client. Adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally. Execute creatively and thoughtfully to achieve results on bespoke client requests, including unique or one-off projects in collaboration with or under the direction of other team members. Develop basic working advisory knowledge of trusts and LLCs, including assisting with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements.   Client Operations   Partner with internal teams to implement operations for client matters including investments, financial planning, philanthropy, risk management and banking solutions Help to execute new client onboarding, account transfers and drive tactical account updates & maintenance tasks. Provide private banking support, including managing daily cash balances, collaborati...