Associate – Wealth Management
| Company | IEQ Capital |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 1-2+ years of relevant work or internship experience preferred
- Bachelor’s degree is required
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Exceptional verbal and written communications skills
- Good relationship-building skills both inside and outside of the organization
- Ability to work in a fast-paced, high-volume, high-pressure environment
- “No task is too small” mentality
Responsibilities
- Support the Partners and their team by providing operational functions 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
Preferred Qualifications
- Experience with Salesforce is a plus