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Support partners with operational client services including money movement, account creation and maintenance, portfolio performance updates, database management, client communications about transfers and account openings, ad hoc project management, and participate in training with senior team members.

Provide operational and client-facing support to partners: money movement, account creation/maintenance, portfolio performance updates, database management, client transaction communications, ad hoc project work, and compliance adherence while learning markets and growing into senior roles.

Support partners and team with client-facing and operational tasks including money movement, account opening/maintenance, portfolio performance updates, database management, transaction communications, and ad hoc projects. Participate in training, follow compliance and confidentiality standards, and grow toward more senior client- or operations-focused roles.

Lead client relationship management and service functions for an investment advisory firm. Perform portfolio analysis, trade execution, account maintenance, alternative investment review, performance and asset-allocation reporting, and provide tailored investment advice. Support Managing Directors and Partners, prepare client meetings, manage client inquiries, and conduct quarterly performance reviews.

Support CEOs and partners in managing client relationships through portfolio analysis, trade execution, account maintenance, alternative investment review, performance and allocation reporting, meeting preparation, customized financial strategies, client research and follow-up, and quarterly performance reviews.

Manage client relationships for an investment advisory firm: portfolio analysis, trade execution, account maintenance, performance and allocation reporting, alternative investment review, client meetings, research and follow-up, and customized financial strategies alongside Managing Directors and Partners.

Provide operational and client-support functions for Partners including money movement, account setup and maintenance, client transaction communications, portfolio performance updates, database management, ad hoc project work, and compliance adherence. Participate in mentoring and educational sessions to grow toward more senior client-facing or operational roles over an 18-24 month timeframe.

Lead client relationship management and support Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, and customized financial strategies. Review alternative investments, prepare performance and allocation reports, provide investment advice in client meetings, handle client servicing and inquiries, and conduct quarterly performance reviews.

Support Partners with operational functions including money movement, account maintenance, client service, and performance reporting. Engage in client meetings and develop tailored financial strategies.

The Associate in Wealth Management at IEQ Capital manages client relationships, supports operational functions, ensures compliance, and communicates transaction details, while working closely with Partners to enhance their skill set and career growth.