The RoleIEQ 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)
Qualifications- 2+ years of relevant work experience
- Deep curiosity about the financial markets
- Exceptional organizational skills and attention to detail
- Ability to think critically and anticipate issues
- Good verbal and communications skills
- Good relationship buildings skills both inside and outside of the organization
- Ability to work in a fast paced, high-volume, high-pressure environment
- Experience with Salesforce is a plus
- "No task is too small" mentality
- Bachelor's degree is required
CompensationThe total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.
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