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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.

Manage client relationships for an investment advisory firm, supporting Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, meeting preparation, and performance reporting. Review alternative investments, deliver investment advice, conduct client inquiries and quarterly reviews, and provide high-touch, customized financial strategies and client service.

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.

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 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.

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.

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

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.

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.

The Senior Associate in Wealth Management supports partners in operations, manages client relationships, research inquiries, and provides financial strategy, requiring strong organizational and communication skills.