---
title: 'Analyst, Client Service (Entry-Level, New York and San Francisco) at ICONIQ'
canonical: 'https://feeny.ai/job/analyst-client-service-entry-level-new-york-and-san-francisco-iconiq-san-dyzztpj4xzr9'
type: 'job'
last_seen: '2026-09-10'
---

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

- **Company:** ICONIQ
- **Location:** San Francisco California, United States
- **Posted:** 2026-07-23
- **Last confirmed live:** 2026-09-10
- **Apply:** https://job-boards.greenhouse.io/iconiq/jobs/8068280

## Job description

*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, collaborating with other teams to process bill pay, investment funding, tax payments and all cash disbursement requests.
- Partner with internal teams to complete investment documents, including subscription documents, purchase agreements and investor support documentation.
- Deliver accurate, timely work product and document preparation with the highest level of attention to detail.

## Team Collaboration

- Partner with internal teams such as Investments, Investment Operations, Client Operations, and Family Office Human Resources to coordinate client service processes and shepherd results.
- Embody ICONIQ’s entrepreneurial spirit through active participation in cross-functional firm initiatives in support of the business.

Documentation & Reporting

- Maintain accurate and up-to-date client records in firm platforms and systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.

Ideal Candidate Background:

- Undergraduate of Winter 2026 or Spring 2027 are eligible
- Bachelor’s degree with a minimum 3.2 GPA
- Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
- Proactively and independently solve problems while exercising sound judgment
- Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
- Strong communication skills both written and verbal
- Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
- Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.
- Proficient skills in Microsoft Office Suite (Word, PowerPoint, Excel)
- Authorization to work permanently in the U.S.

Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.

What We Offer:

- Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
- Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
- A matching 401(k) program.
- Commuter Benefits program.
- Stipends to support wellness and hybrid working arrangements.
- We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
- Smart-casual dress code.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary is $95,000 together with the benefits listed above.

## About ICONIQ

ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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.

When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].

Use of AI in the Application Process

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.

Equal Employment Opportunity Statement:

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.

## About ICONIQ

## Company Overview
- **One-liner**: ICONIQ is a privately held multi-family office and investment firm that manages over $85 billion in assets, advising ultra-high-net-worth families and institutions while investing across technology disruption.
- **Entity Type**: Private (investment firm, not funded as a startup)
- **Headquarters**: San Francisco, California, USA (50 Beale St., Suite 2300)
- **Founded**: 2011
- **Founders**: Divesh Makan, Michael Anders, Will Griffith, Matthew Jacobson (firm’s Principals)

## Core Business
- Primary industry: Investment advisory, multi-family office services, venture and growth equity investing
- Target customers: Ultra-high-net-worth individuals, families, family offices, foundations, and institutions (B2B / wealth management)
- Mission statement: “Convene an extraordinary community, provide uncommon care, and channel talent, capital, and ideas for a better future.”

## Products & Services
- **Managed Account Advisory**: Personalized investment management for clients with net worths typically exceeding $25 million, recommending allocations across asset classes and private funds.
- **ICONIQ Private Funds**: Including the ICONIQ Strategic Partners funds (growth equity and venture capital), Building Blocks funds (targeted asset classes), real estate funds, and the ICONIQ Origins early-stage platform.
- **Family Office Services**: Non-advisory services covering philanthropy, legacy planning, and day-to-day wealth administration.
- **Direct Investment Strategies**: Proprietary co-investments and special-purpose vehicles in technology-driven opportunities.

## Market Standing
- **Valuation/Market Cap**: Not applicable (private firm; AUM is the key metric)
- **Key Metric**: Regulatory Assets Under Management of approximately $85.8 billion on a discretionary basis and $31.7 billion on a non-discretionary basis (as of December 31, 2025)
- **Notable Investors/Partners**: ICONIQ does not raise external funding; its client base includes prominent tech entrepreneurs and families (described as an “ecosystem of entrepreneurs backing entrepreneurs”)
- **Growth Signals**: Global office expansion (San Francisco, New York, Palo Alto, London, Singapore), continued growth in AUM, and a dedicated venture/growth platform that partners with technology disruptors

## Competitive Advantages
- **Uncommon access**: Deep relationships with elite entrepreneurs and families provide proprietary deal flow and co-investment opportunities.
- **Integrated platform**: Combines investment management, family office advisory, and direct investing under one roof.
- **Culture of entrepreneur-to-entrepreneur**: Many team members and clients come from the technology sector, fostering a shared mindset and network.
- **Scale and stability**: Over $85 billion in AUM provides long-term capital and the ability to take concentrated positions.

## Strategic Focus
- Continue scaling the investment platform across asset classes (growth equity, venture, real estate, and thematic funds)
- Deepen global presence, particularly in Asia (Singapore office) and Europe (London)
- Expand the ICONIQ Origins platform to incubate and partner with emerging investment managers
- Invest at the intersection of technology and traditional industries, targeting “uncommon outcomes”

## Why Work Here
- **Culture**: Values of humility, excellence, integrity, and diversity. The firm emphasizes a “give much more than we receive” ethos and truth over harmony.
- **Work environment**: Fast-paced, innovative, with exposure to top-tier entrepreneurs and investment opportunities. Open roles span data engineering, solutions engineering, portfolio analytics, legal, and more.
- **DE&I commitment**: Active focus on diversity, equity, and inclusion as a driver of firm success.
- **Offices**: Hybrid presence in San Francisco, New York, Palo Alto, London, and Singapore.
- **Growth opportunities**: Roles offer expansive career development at a firm that has doubled in AUM over recent years.

## Sources
1. [iconiq.com](https://www.iconiq.com/)
2. [ICONIQ Careers](https://www.iconiq.com/careers)
3. [SEC Form ADV Part 2A (March 2026)](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027115)
4. [Greenhouse Job Board](https://job-boards.greenhouse.io/iconiq/jobs/7320023)

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