Associate, Family Office

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

 

The Role

IEQ Capital is seeking an Associate candidate to join our Dallas-based team. Candidates must have experience in a client service‐related role. They should be effective communicators, problem solvers, and demonstrate a passion for client service and project management.

Associates serve as a valuable and critical member of the Family Office team, providing execution in the following areas:

• Engaged culture carrier and contribute to firm‐wide initiatives
• Promote and ensure respect for client privacy and confidentiality in all matters
• Participate in project work to improve internal processes and procedures, driving Firm growth
• Effective communication and problem resolution

 

Essential Duties and Responsibilities

• Manage operations for client relationships and support senior members of the Family Office team on complex client relationships
• Collaborate with the client team to execute and track client’s financial planning needs, in the areas of estate planning, philanthropy, insurance, private banking, real estate and investments
• Provide a high‐touch and seamless client experience, with proactive problem solving and thoughtful communication
• Manage and execute the new client onboarding and account opening processes
• Provide ongoing maintenance of client brokerage accounts
• Process money movement and cashiering needs, including check and wire requests, bill payment, and account reconciliation
• Help facilitate client‐directed investments through subscription document preparation and coordination with investment administrators
• Foster strategic relationships with custodian service teams and external partners, such as attorneys, trust administrators, CPAs, insurance brokers, estate managers and executive assistants
• Maintain private client files/records and tracking deadlines using a CRM and other systems, with a rigorous focus on data integrity
• Assist with training and mentoring Family Office Associates new to the Firm
• Adhere to the firm’s compliance requirements and operational policies and procedures

 

Qualifications

• Bachelor’s degree required
• 1+ years of relevant work experience in the financial services industry or experience in a client‐ service role
• Strong work ethic and comfortable working in a fast‐paced environment
• Commitment to high integrity
• Passion for helping others and providing high‐touch client service
• Collaborative and dedicated team player
• Highly organized, with a strong attention to detail and ability to multitask
• Excellent interpersonal and communication skills
• Comfortable learning and utilizing CRM and wed‐based systems

 

Compensation

• Competitive salary and discretionary bonus