Associate, Client Onboarding Specialist

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, generating exceptional investment results 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 fiduciary 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 a polished, detail‑oriented professional to join our team as a Client Onboarding Specialist. This role is focused on delivering a white‑glove onboarding experience for new and existing clients, serving as a central point of coordination across clients, advisors, custodians, and internal teams....