Analyst-Senior Analyst, Client Lifecycle Experience

The Client Lifecycle Experience team plays a critical role in supporting the firm’s high-touch service model. The team ensures seamless execution of the client onboarding lifecycle, delivering an efficient and thoughtful transition onto the ICONIQ platform. As a member of this team, you will contribute directly to delivering exceptional client service and operational excellence at the earliest stage of the client relationship.

• →Collaborate with internal teams to manage the client onboarding process, including account openings, asset transfers, and money movement
• →Partner closely with Investment Operations and Client Teams to ensure timely and accurate execution of onboarding activities
• →Facilitate timely responses and deliverables with a high degree of accuracy and attention to detail
• →Maintain and manage client data, ensuring centralized records are comprehensive, accurate, and up to date
• →Develop and maintain strong partnerships with internal teams to improve client service processes, workflows, and procedures
• →Partner with external service providers and client counterparties to support onboarding and lifecycle activities
• →Prioritize multiple client requests and projects while managing expectations effectively
• →Uphold the highest standards of client privacy and confidentiality
• →Contribute to the ongoing development and improvement of internal systems and processes
• →Act as a strong culture carrier and participate in firmwide initiatives

• Bachelor’s degree required
• 2+ years of relevant experience in client onboarding, operations, or related financial services roles
• Direct experience with account openings, asset transfers, and onboarding workflows
• Experience with cashiering and money movement, including drafting instructions and foreign currency transactions
• Familiarity with subscription documents for alternative investments and AML/KYC processes
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment

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.