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Senior Associate – Wealth Management
| Company | IEQ Capital |
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| Location | San Mateo, CA, USA |
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| Salary | $95000 – $130000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- 2+ years of relevant work experience
- Bachelor’s degree is required
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and communications skills
- Good relationship building skills both inside and outside of the organization
- Ability to work in a fast paced, high-volume, high-pressure environment
- Experience with Salesforce is a plus
- “No task is too small” mentality
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, and placing trades on behalf of clients
- 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)
Preferred Qualifications
- Experience with Salesforce is a plus
