Associate, Wealth Management

About the role

We are looking for a motivated professional to join our San Francisco-based team as an associate.T h e Associate will work closely with the rest of the team to manage important elements of the client relationshi p. This role will help build the foundation you need to successfully grow within the company. 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 funct ions such as: Money movement (i.e. wire and journals) Account creation and maintenance Ad hoc project management Portfolio performance updates Database management Communicate with clients regarding transactions, such as asset transfers and account opening procedures Participate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our business Ensure adherence to the firm's compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters. "Upward mobility" are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.