Wealth Management Associate: Client Services & Operations

IEQ Capital LLC; San Francisco (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

IEQ Capital LLC is seeking a Senior Associate to join our San Francisco team and help manage key client-relationship elements. You will support operations like money movement, account creation, and meeting prep, while preparing client reports and supporting investment discussions.

Ideal candidates have 2+ years of experience, strong organizational and communication skills, and a proactive mindset in a fast-paced environment. Bachelor's degree required; Salesforce experience is a plus.

Qualifications

• 2+ years of relevant work experience
• Curiosity about financial markets
• Strong organizational skills and attention to detail
• Ability to think critically and anticipate issues
• Good verbal and written communication skills
• Strong relationship-building abilities
• Ability to work in a fast-paced, high-volume environment
• Salesforce experience is a plus
• Bachelor’s degree is required

Responsibilities

• Support Partners with operational functions including money movement, account setup, meeting prep, and trade placement
• Interact with clients supporting servicing needs
• Research client inquiries and follow-up communication
• Create client performance and asset allocation reports
• Collaborate to provide exceptional customer service and develop customized financial strategies
• Participate in client meetings to cover operational aspects, with future investment input

Skills

Experience 2+ years

Curiosity about markets

Organizational skills

Critical thinking

Verbal communication

Relationship building

Fast-paced environment

No task is too small mentality

Education

Bachelor’s degree

Tools

Salesforce

Job description

IEQ Capital LLC is seeking a Senior Associate to join our San Francisco team and help manage key client-relationship elements. You will support operations like money movement, account creation, and meeting prep, while preparing client reports and supporting investment discussions.

Ideal candidates have 2+ years of experience, strong organizational and communication skills, and a proactive mindset in a fast-paced environment. Bachelor's degree required; Salesforce experience is a plus.