Senior Wealth Management Associate: Client Services

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

Job summary

IEQ Capital in Los Angeles, CA is seeking a motivated Senior Associate to manage vital client relationships. The ideal candidate should have 2+ years of relevant experience and a Bachelor’s degree, demonstrating exceptional organizational skills and the ability to work effectively in a fast-paced environment.

The role entails supporting partners with operational functions, interacting with clients, and constructing financial reports. If you aim for growth within a collaborative team, this is a unique opportunity to make a significant impact.

Qualifications

• 2+ years of relevant work experience.
• Exceptional organizational skills and attention to detail.
• Ability to work in a fast paced, high-volume environment.

Responsibilities

• Support the Partners by providing operational functions.
• Interact with clients supporting all servicing needs.
• Construct client performance and asset allocation reports.

Skills

Financial market knowledge

Organizational skills

Critical thinking

Communication skills

Relationship building

Education

Bachelor's degree

Tools

Salesforce

Job description

IEQ Capital in Los Angeles, CA is seeking a motivated Senior Associate to manage vital client relationships. The ideal candidate should have 2+ years of relevant experience and a Bachelor’s degree, demonstrating exceptional organizational skills and the ability to work effectively in a fast-paced environment.

The role entails supporting partners with operational functions, interacting with clients, and constructing financial reports. If you aim for growth within a collaborative team, this is a unique opportunity to make a significant impact.