Wealth Management: Client Strategy & Ops Senior Associate
IEQ Capital LLC
IEQ Capital LLC in Los Angeles is seeking a Senior Associate to help manage client relationships and support key wealth-management operations. You will work closely with Partners to ensure smooth money movement, account setup, meeting preparation, and timely trade placement. In this role you will contribute to client reporting and the development of customized financial strategies, with potential for handling more investment-related responsibilities over time.
#J-18808-LjbffrVacancy posted 1 day ago
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