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© All Rights Reserved. ApplyBlast.com
IEQ Capital
The Client Onboarding Specialist at IEQ Capital will manage the end‑to‑end onboarding process for new and existing wealth management clients, coordinating with advisors, custodians, and internal teams to ensure a seamless, high‑touch experience. The role involves gathering and reviewing client documentation, maintaining accurate records in Salesforce, and supporting regulatory compliance while providing proactive communication and status updates.
Applying our expertise and leveraging our vast network, we create customized solutions that can utilize both public and private investment opportunities
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for IEQ Capital.
22% above the average for this role