IEQ Capital
Financial Services
Associate,WealthManagement
“Associate, Wealth Management at IEQ Capital. Skills: Wealth management, Client service, Operational functions. Support Partners with operational functions. Perform money movement”
What You'll Achieve.
Meet investment objectives
Industry & Context.
Anticipate issues
What They're Looking For.
Must Have
1-2+ years relevant experience, Bachelor's degree
Nice to Have
Salesforce experience
What You'll Do.
Support Partners with operational functions
Perform money movement
Handle account creation
Manage ad hoc projects
Provide portfolio performance updates
Communicate with clients regarding transactions
Participate in educational sessions
Ensure adherence to compliance standards
Uphold client privacy
How You'll Work.
Team & Collaboration
Work with team; Collaborate with clients
Communication Scope
Verbal communication; Written communication
Process & Methodology
Ad hoc project management
Applying for this Associate, Wealth Management role?
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