IC
Associate, Cashiering & Bill Pay
full-time•Dallas
About this role
<h3><strong>Who are we?</strong></h3>
<p>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.</p>
<h3><strong>The Role</strong></h3>
<p>The Cashiering & Bill Pay Associate plays a key role in ensuring timely and accurate processing of client transactions, including incoming/outgoing cash movements, bill payments, and related reconciliation activities. This position requires a high level of attention to detail, organizational skills, and commitment to maintaining exceptional client service standards.</p>
<p>· Process incoming and outgoing cash, check, and wire transactions with accuracy and adherence to firm procedures.</p>
<p>· Initiate and verify ACH and wire transfers through custodial platforms.</p>
<p>· Demonstrate strong communication and client service skills by conducting clear, professional callbacks to confirm client instructions and ensure accuracy of transactions.</p>
<p>· Reconcile daily cash movements and ensure that all transactions are properly recorded and balanced.</p>
<p>· Maintain transaction logs and supporting documentation for audit and compliance purposes.</p>
<p>· Collaborate with custodians and banks to resolve transaction discrepancies or delays.</p>
<p>· Follow internal control standards and comply with regulatory and firm policy requirements.</p>
<p>· Support periodic audits and reviews of cashiering and bill pay processes.</p>
<p>· Identify potential process improvements and assist in implementation of new procedures.</p>
<p>· Provide prompt and professional responses to internal and external inquiries related to cashiering or bill pay.</p>
<p>· Partner with advisors, operations, and accounting teams to ensure seamless client experience.</p>
<p>· Uphold a high level of confidentiality and discretion in handling client information.</p>
<h3><strong>Qualifications</strong></h3>
<p>· Bachelor’s degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).</p>
<p>· Strong proficiency with Excel and familiarity with custodial systems (e.g., Schwab, Fidelity, Pershing, or similar).</p>
<p>· Excellent attention to detail, accuracy, and time management skills.</p>
<p>· Strong written and verbal communication abilities.</p>
<p>· Ability to work independently while maintaining a collaborative team approach.</p>
<p> </p>
What you'll do
- The Cashiering & Bill Pay Associate is responsible for processing client transactions accurately and ensuring timely cash movements and bill payments. This role also involves reconciling daily cash movements and maintaining transaction logs for compliance purposes.
About IEQ Capital
IEQ Capital is Registered Investment Advisor, with $45.9B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
*As of 09/30/2025, IEQ Capital, LLC (“IEQ”) manages $45.9 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in May 2025 totaled $35.4 billion.
This is for general informational purposes only and does not constitute investment, legal, or tax advice. Nothing here should be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Content should not be relied on for business, investment, or other decisions. IEQ’s products and services are intended for U.S. residents only and are not offered where unlawful.
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Frequently Asked Questions
What does a Associate, Cashiering & Bill Pay do at IEQ Capital?
As a Associate, Cashiering & Bill Pay at IEQ Capital, you will: the Cashiering & Bill Pay Associate is responsible for processing client transactions accurately and ensuring timely cash movements and bill payments. This role also involves reconciling daily cash movements and maintaining transaction logs for compliance purposes..
Is the Associate, Cashiering & Bill Pay position at IEQ Capital remote?
The Associate, Cashiering & Bill Pay position at IEQ Capital is based in Dallas, Texas, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Associate, Cashiering & Bill Pay position at IEQ Capital?
You can apply for the Associate, Cashiering & Bill Pay position at IEQ Capitaldirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.