About this role
Senior Associate, Wealth Management at IEQ Capital. Location: San Francisco, California, United States. Role: processing wires, managing accounts, placing trades Requirements: Bachelor's degree required, 2+ years relevant experience, strong organizational, communication, critical thinking and client relationship skills; interest in financial markets; Salesforce experience a plus. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Onsite Languages: English