Associate, Wealth Management at IEQ Capital in Boston, MA

Summary: IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. The Associate will work closely with the team to manage important elements of the client relationship and support operational functions, contributing to the firm's values-oriented culture and client-first approach. 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 - Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters Required Qualifications: - 1-2+ years of relevant work or internship experience - Bachelor's degree - 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 Preferred Qualifications: - Experience with Salesforce Required Skills: Financial markets knowledge, Organizational skills, Communication skills Important Skills: Salesforce experience Nice-to-Have Skills: Relationship-building skills, Critical thinking, Attention to detail, Fast-paced environment adaptability, Project management