Senior Wealth Ops Associate — Client Service & Reporting

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

Job summary

IEQ Capital is seeking a motivated Senior Associate for their Foster City team. Responsibilities include supporting Partners, interacting with clients, and constructing performance reports. Candidates should have 2+ years of experience, a Bachelor's degree, and strong organizational skills. The role demands a commitment of approximately 50-60 hours per week, allowing for flexible start times.

Compensation ranges from $95,000 to $130,000, based on skills and experience.

Qualifications

• 2+ years of relevant work experience.
• Deep curiosity about the financial markets.
• Ability to think critically and anticipate issues.

Responsibilities

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

Skills

Exceptional organizational skills

Attention to detail

Good verbal and communication skills

Relationship building

Ability to work in fast-paced environment

Education

Bachelor's degree

Tools

Salesforce

Job description

IEQ Capital is seeking a motivated Senior Associate for their Foster City team. Responsibilities include supporting Partners, interacting with clients, and constructing performance reports. Candidates should have 2+ years of experience, a Bachelor's degree, and strong organizational skills. The role demands a commitment of approximately 50-60 hours per week, allowing for flexible start times.

Compensation ranges from $95,000 to $130,000, based on skills and experience.