Senior Associate, Wealth Management

About the role

IEQ Capital is looking for a motivated professional to join our San Francisco-based team as a Senior Associate. This role will work closely with the rest of the team to manage important elements of the client relationship. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to: Support the Partners and their team by providing operational functions such as: Money movement (i.e. wire and journals) Account creation and maintenance Client and prospect meeting preparation Placing trades on behalf of client Interact with clients supporting all aspects of their servicing needs Researching client inquiries and managing the follow-up communication Construct client performance and asset allocation reports Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)