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About the Role

The Associate role is designed to build a foundation for successful growth within the company, offering upward mobility and the chance to make an impact on a thriving business within a high-performing team.

Responsibilities

• Support Partners and their team with operational functions including 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 markets and business.
• Ensure adherence to firm compliance standards, operational policies, and procedures, while upholding 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 communication 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.
• Bachelor's degree required.

Skills

• Salesforce experience

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• 1-2+ years

Education Level

• Bachelor's degree

Salary/Compensations

• $95,000 - $115,000

About the Company

• IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management by integrating intellectual and emotional quotients to generate exceptional investment results.
• The company fosters a values-oriented culture that promotes connection and collaboration with clients.
• IEQ Capital is an independent, predominantly employee-owned company that adheres to the fiduciary standard.
• The firm focuses on helping clients meet investment objectives without the distractions and limitations found in larger organizations.