Senior Client Services & Investment Operations Associate

IEQ Capital; Los Angeles (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

IEQ Capital in Los Angeles is seeking a motivated Senior Associate to help manage key elements of the client relationship and operational support for the team.

You will handle money movements, account setup, meeting preparation, and client communications, with opportunities to contribute to investment-related discussions over time.

Ideal candidates have at least 2 years in financial services, a Bachelor's degree, and strong organizational and communication skills in a fast-paced environment.

Qualifications

• 2+ years of relevant work experience in financial services.
• Strong organizational and analytical abilities.
• Excellent verbal and written communication skills.
• Ability to build relationships with clients and internal teams.
• Ability to work in a fast-paced, high-volume environment.

Responsibilities

• Support Partners with operational tasks including money movement and account maintenance.
• Prepare client and prospect meeting materials and reports.
• Assist in client servicing and follow-up communications.
• Develop client performance and asset allocation reports.
• Collaborate with team to deliver customized financial strategies.

Skills

Financial markets knowledge

Attention to detail

Organizational skills

Communication skills

Relationship-building

Analytical thinking

Education

Bachelor's degree

Tools

Salesforce

Job description

IEQ Capital in Los Angeles is seeking a motivated Senior Associate to help manage key elements of the client relationship and operational support for the team.

You will handle money movements, account setup, meeting preparation, and client communications, with opportunities to contribute to investment-related discussions over time.

Ideal candidates have at least 2 years in financial services, a Bachelor's degree, and strong organizational and communication skills in a fast-paced environment.