Client Relationship Lead – Hybrid Wealth Advisory

EP Wealth Advisors; Torrance (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

11 Paid Holidays

3 Weeks PTO

Flexible Work Schedule

Health, Dental, and Vision Plans

401k with company match

Mental Health services

Employee Educational Expense Reimbursement

Job summary

A leading wealth management firm in California is seeking a Client Relationship Manager to oversee client service operations. This role involves supervising staff, ensuring adherence to policies, and maintaining strong client relationships. Ideal candidates will have 7+ years in financial services, including 3+ years in a supervisory capacity, with excellent communication and problem-solving skills. Competitive salary range of $90,000 - $120,000 plus bonuses. This is a hybrid position allowing work from various locations.

Qualifications

• 7+ years’ experience in investment advisory or financial services with 3+ years supervisory experience.
• Exceptional business judgment and focus on risk management.
• Proficiency in Microsoft Office and experience with financial software.

Responsibilities

• Oversee servicing of client relationships and act as primary contact.
• Supervise, mentor, and train staff to enhance performance.
• Work with HQ departments to ensure adherence to policies and standards.

Skills

Client service

Communication

Problem-solving

Organizational skills

Education

Bachelor's Degree in Business, Finance, or Economics

Tools

Microsoft Office

Tamarac Advisor View

CRM systems

Job description

A leading wealth management firm in California is seeking a Client Relationship Manager to oversee client service operations. This role involves supervising staff, ensuring adherence to policies, and maintaining strong client relationships. Ideal candidates will have 7+ years in financial services, including 3+ years in a supervisory capacity, with excellent communication and problem-solving skills. Competitive salary range of $90,000 - $120,000 plus bonuses. This is a hybrid position allowing work from various locations.