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IEQ Capital · 2 months ago

Senior Associate, Wealth Management

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$95K/yr - $130K/yr

2+ years exp

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. They are looking for a motivated professional to join their San Francisco-based team as a Senior Associate, where the individual will manage important elements of client relationships and provide operational support to the team.

AdviceFinancial ServicesProfessional ServicesTax Consulting

Growth Opportunities

Responsibilities

Support the Partners and their team by providing operational functions such as:

Money movement (i.e. wire and journals)

Account creation and maintenance

Client and prospect meeting preparation

Placing trades on behalf of client

Interact with clients supporting all aspects of their servicing needs

Researching client inquiries and managing the follow-up communication

Construct client performance and asset allocation reports

Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients

Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)

Qualification

Financial markets knowledgeSalesforceOrganizational skillsCritical thinkingCustomer serviceVerbal communicationRelationship buildingAttention to detail