IEQ Capital
Financial Services
Associate,WealthManagement
“Associate, Wealth Management at IEQ Capital. Skills: Wealth management, Client relationship. Support Partners with operational functions. Manage money movement”
Industry & Context.
Anticipate issues
What They're Looking For.
Must Have
Bachelor's degree
Nice to Have
1-2+ years relevant work experience, 1-2+ years internship experience, Salesforce experience
What You'll Do.
Support Partners with operational functions
Manage money movement
Manage account creation
Manage ad hoc project management
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
Communication Scope
Verbal communication; Written communication
Process & Methodology
Project management
Applying for this Associate, Wealth Management role?
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