IEQ Capital · 2 months ago
Associate, Client Operations
Dallas
Full-time
Onsite
New Grad, Entry Level
0+ years expIEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Client Operations Associate will support the day-to-day operations of the client service platform, ensuring client accounts are opened and maintained with exceptional accuracy and efficiency.
AdviceFinancial ServicesProfessional ServicesTax Consulting
Responsibilities
Prepare and generate new account paperwork for a variety of account types and custodians
Process and track signed documentation to ensure timely completion
Coordinate with custodians to facilitate account openings and resolve any outstanding items
Maintain accurate and compliant client files, including Know Your Customer (KYC) records and other regulatory documents
Pre-fill and process Private Placement Documents for alternative investment subscriptions
Track investment funding and subscription status, ensuring completion and accuracy
Enter and update client and account data in the firm’s Customer Relationship Management (CRM) system (Salesforce)
Support data consistency initiatives to improve operational accuracy and efficiency
Provide proactive status updates to internal stakeholders on account and transaction progress
Partner with advisors and other operations team members to resolve issues and streamline processes
Contribute to process improvement initiatives and documentation of best practices
Qualification
Required
Bachelor's degree required
0–2+ years of relevant experience in operations, financial services, or a related field
Strong organizational skills with meticulous attention to detail
Proven ability to think critically, identify issues, and propose solutions
Excellent written and verbal communication skills
Strong emotional intelligence and the ability to build relationships across teams
Comfortable working in a fast-paced, high-volume environment with multiple deadlines
A “no task is too small” mindset and a willingness to learn and grow within the firm
Preferred
Experience with Salesforce and/or Addepar is a plus
Company
IEQ Capital
IEQ Capital is an investment advisor that provides wealth management services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Stone Point Capital
2023-01-19Private Equity
Leadership Team
Eric Harrison
Managing Partner & Founder
Recent News
2026-01-09
2025-12-16
2025-10-04
Company data provided by crunchbase