IEQ Capital Benefits Overview

The Senior Associate in Wealth Management supports partners in operations, manages client relationships, research inquiries, and provides financial strategy, requiring strong organizational and communication skills.

The Associate will manage client relationships by providing operational support, communicating transactions, and assisting with educational sessions while ensuring compliance standards.

Provide operational and client-facing support for Partners: money movement, account setup and maintenance, portfolio performance updates, database and project management, and client communications. Participate in training with senior team members and contribute to relationship-building and firm growth.