![]() At present, only fully vaccinated employees are allowed in the Firm’s offices. Per CDC Guidance, people are considered fully vaccinated for COVID-19 ≥2 weeks after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or ≥2 weeks after they have received a single-dose vaccine (Johnson & Johnson /Janssen). Authorized to work permanently in the U.S.Įffective, all job offers shall be contingent upon the job applicant submitting proof that they are fully vaccinated by their start date or have obtained an approved medical or religious exemption as an accommodation.Bachelor’s degree and a minimum of 5 years of relevant work experience.Desire to work in a team oriented and fast-paced environment with ability to multi-task. Hightouch is based in San Francisco and backed by leading investors such as ICONIQ Growth, Amplify Partners, Bain Capital Ventures, Y-Combinator, and Afore Capital.Highly dependable, trustworthy, accountable and mature.Detail-oriented, organized, results driven and solution-oriented.Demonstrated ability to work cooperatively and collaboratively with all levels of employees across multiple offices and time zones, as well as independently, to exceed clients’ expectations.Excellent interpersonal and communication skills and ability to learn quickly and execute efficiently.Possibility of minimal travel to other domestic ICONIQ offices.Be an engaged culture carrier and participate in firm-wide initiatives.Promote and ensure respect for client privacy and confidentiality in all matters.Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.Partner closely with select external service providers.Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.Manage relevant client data, create and maintain centralized records that are comprehensive and precise.Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.Execute and manage the client on-boarding process, account openings and transfers.Perform investment operations, bill pay, and general money movement.Coordinate subscription documents for private investments.Collaborate with internal teams to handle various client processes, including:.This department will provide a growing number of high-touch services ultimately for clients of the firm, including account administration and investment operations. The Client Operations team within the ICONIQ Capital Family Office serves a critical role in the organization’s strategic agenda. The Client Operations Senior Analyst is a critical member of the Client Operations team, and she/he will execute a variety of projects and tasks related to account administration and investment operations. 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. ![]() ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations.
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