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About the Role

The Associate will work closely with the team to manage important elements of the client relationship, helping to build the foundation for successful growth within the company. This role offers upward mobility within a firm and the opportunity to make an impact on a thriving business.

Responsibilities

• Support Partners and their team by providing operational functions such as money movement, account creation and maintenance, ad hoc project management, portfolio performance updates, and database management.
• Communicate with clients regarding transactions, such as asset transfers and account opening procedures.
• Participate in educational sessions with senior team members to expand knowledge of the markets and business.
• Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality.

Requirements

• 1-2+ years of relevant work or internship experience preferred.
• Deep curiosity about the financial markets.
• Exceptional organizational skills and attention to detail.
• Ability to think critically and anticipate issues.
• Exceptional verbal and written 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.
• A 'no task is too small' mentality.
• Expect to hold the Associate position for 18-24 months.
• Operate as a meritocracy and incentivize leadership, initiative and 'out-of-the-box' thinking, as well as a 'roll-up-your sleeves' work mentality.

Skills

• Experience with Salesforce is a plus.

Location

• San Francisco

Work Type

• Hybrid

Experience Level

• Associate

Education Level

• Bachelor's degree

Salary/Compensations

• $90,000 - $110,000

About the Company

• IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management.
• Integrates Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with clients.
• An independent, predominantly employee-owned company, adhering to the fiduciary standard to put clients' interests first.
• Focuses efforts on helping clients meet investment objectives without the distractions and limitations that can arise within much larger organizations.