Client Relations Specialist, Wealth Advisory

EP Wealth Advisors, LLC; Phoenix (AZ); Hybrid; USD 30,000 - 43,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Parental Leave

Flexible Work Schedule

Health, Dental, and Vision plans

Job summary

EP Wealth Advisors, LLC seeks a Client Relationship Associate to partner with wealth advisory, planning, and support teams in Phoenix. You will focus on client satisfaction, retention and growth, acting as the primary contact for inquiries on account maintenance, cash management, distributions and reporting.

The role requires excellent communication, organization, and problem-solving skills with a track record of building durable client relationships in a financial services setting.

Qualifications

• Bachelor's degree or equivalent; finance-related preferred.
• 1–3 years in investment advisory, asset management or financial services.
• Strong communication and relationship-building with clients and teams.

Responsibilities

• Lead and maintain client relationships as the primary contact for account maintenance and reporting.
• Collaborate with wealth advisor, planner and internal teams to fulfill client requests within SLAs.
• Research and resolve client issues using internal resources and escalate when needed.
• Manage client meeting scheduling and participate in meetings and events.
• Prepare client account paperwork and boarding materials for processing.
• Coordinate onboarding activities and client portal setup with operations.
• Adhere to company policies and document client interactions in CRM.
• Build trusted relationships with custodians, vendors and professionals.
• Participate in team projects, training and education opportunities.
• Perform general office administrative duties.

Skills

Client relations

Communication

Organization

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Tamarac Advisor View

CRM software

eMoney

Schwab

Fidelity

Job description

EP Wealth Advisors, LLC seeks a Client Relationship Associate to partner with wealth advisory, planning, and support teams in Phoenix. You will focus on client satisfaction, retention and growth, acting as the primary contact for inquiries on account maintenance, cash management, distributions and reporting.

The role requires excellent communication, organization, and problem-solving skills with a track record of building durable client relationships in a financial services setting.