Wealth Management Associate - Growth & Client Impact

IEQ Capital; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Job summary

IEQ Capital in the United States is seeking an Associate to help manage client relationships and support the team with core operations. The role offers growth within a high-performing, values-driven firm.

You will handle money movement, account setup, and portfolio updates while maintaining strict privacy and compliance standards. This is a hands-on role with clear paths to advancement as you gain experience.

Qualifications

• Bachelor’s degree required.
• 1–2+ years of relevant work or internship experience preferred.
• Exceptional verbal and written communications skills.
• Strong organizational skills and attention to detail.
• Ability to work in a fast-paced, high-volume environment.
• Experience with Salesforce is a plus.

Responsibilities

• Support the Partners and their team by providing operational functions such as money movement (wire and journals), 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 the senior team to expand knowledge of markets and the business.
• Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding client privacy.

Skills

Verbal communication

Written communication

Relationship building

Organizational skills

Critical thinking

Attention to detail

Financial markets curiosity

Education

Bachelor’s degree

Tools

Salesforce

Job description

IEQ Capital in the United States is seeking an Associate to help manage client relationships and support the team with core operations. The role offers growth within a high-performing, values-driven firm.

You will handle money movement, account setup, and portfolio updates while maintaining strict privacy and compliance standards. This is a hands-on role with clear paths to advancement as you gain experience.