Client Relationship Associate — Flexible Schedule & Growth

EP Wealth Advisors; Los Angeles (CA); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

11 Paid Holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

FSA/HSA

Employee Education

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors in Los Angeles is seeking a Client Relationship Associate to support wealth advisory and planning teams. You will serve as the primary point of contact for client inquiries about accounts, onboarding, reports and distributions, delivering high-quality service.

The role emphasizes collaboration with wealth advisors and internal teams, ensuring requests are completed promptly and accurately, with a focus on client satisfaction and retention.

Qualifications

• Bachelor’s degree preferred, with related experience in financial services.
• 1–3 years’ experience in investment advisory, asset management or financial services.
• Excellent communication and strong relationship-building skills.
• Proficiency with Microsoft Office; familiarity with Tamarac Advisor View, CRM and eMoney is valuable.

Responsibilities

• Lead and maintain existing client relationships as primary contact for account maintenance, cash management, distributions and reporting.
• Collaborate with wealth advisor, financial planner and internal departments to fulfill client requests within SLAs.
• Research and resolve client issues using internal resources or escalate to management as needed.
• Schedule meetings, prepare materials, and participate in client meetings and events.
• Prepare client paperwork and onboarding activities with required documentation.

Skills

Communication

Organization

Relationship building

Team collaboration

Education

Bachelor’s degree preferred

Tools

Tamarac Advisor View

CRM

eMoney

Custodian websites (Schwab, Fidelity)

Job description

EP Wealth Advisors in Los Angeles is seeking a Client Relationship Associate to support wealth advisory and planning teams. You will serve as the primary point of contact for client inquiries about accounts, onboarding, reports and distributions, delivering high-quality service.

The role emphasizes collaboration with wealth advisors and internal teams, ensuring requests are completed promptly and accurately, with a focus on client satisfaction and retention.