Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.Execute client service strategy, track client team goals, and monitor trends that will impact future client needs.Develop a deep understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.Serve as a key point of contact for day-to-day client service needs.Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.The Family Office Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Family Office Advisory, Associate 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. ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. With over $80B 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. ICONIQ Capital is a global investment firm elevated by an extraordinary community.
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