Client Relationship Lead — Wealth Advisory (Flexible)

EP Wealth Advisors, LLC; Menlo Park, Northern (CA, KY); Hybrid; USD 33,000 - 46,000; Full time

Benefits offered by this job

11 Paid Holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Health, Dental, Vision plans

401k with company match

Life Insurance

Disability Insurance

FSA/HSA

Educational Expense Reimbursement

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Client Relationship Associate to partner with our wealth advisory, financial planning and internal support teams. You will be the primary contact for client inquiries related to account maintenance, cash management, distributions and reporting.

Ideal candidates have 1–3 years in investment advisory or financial services, with excellent communication and strong organizational skills.

Qualifications

• Bachelor’s degree preferred with finance-related concentration.
• 1–3 years' experience in investment advisory, asset management or financial services.
• Excellent communication and ability to build relationships with clients and team.

Responsibilities

• Lead and maintain existing client relationships as primary contact for inquiries on 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 when needed.
• Manage client meeting scheduling, preparation and participation in meetings, events and seminars.
• Prepare client account paperwork including agreements, custodian forms and applications.
• Coordinate new client onboarding including documentation collection and portal setup.
• Adhere to company policies to ensure client activities meet firm standards.
• Track and document client interactions and meetings in the CRM in a timely, compliant manner.
• Develop and maintain relationships with custodian partners, vendors and service providers.
• Participate in projects and training; perform general office duties as needed.

Skills

Client service

Communication

Organization

CRM

Microsoft Office

Education

Bachelor’s degree preferred

1-3 years in financial services

Tools

Tamarac Advisor View

CRM systems

eMoney

Custodian portals (Schwab, Fidelity)

Job description

EP Wealth Advisors is seeking a Client Relationship Associate to partner with our wealth advisory, financial planning and internal support teams. You will be the primary contact for client inquiries related to account maintenance, cash management, distributions and reporting.

Ideal candidates have 1–3 years in investment advisory or financial services, with excellent communication and strong organizational skills.