Client Relationship & Onboarding Associate

ep wealth advisors; Salt Lake City (UT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

Unlimited PTO

Flexible Work Schedule

Health, Dental, Vision plans

401k with company match

Life Insurance & Disability Insurance

Employee Education Reimbursement

Employee Assistance Program

Volunteer Time Off

Job summary

EP Wealth Advisors is seeking a Client Relationship Associate in Salt Lake City to partner with our wealth advisory and planning teams, delivering exceptional client service and accurate documentation. You will manage inquiries, onboarding, and ongoing client communications, supporting a fast-paced, growth-minded environment.

The role emphasizes collaboration with internal teams, meticulous organization, and proficiency with Office tools and client portals.

Qualifications

• Bachelor’s degree preferred with related experience.
• 1–3 years in investment advisory or financial services.
• Strong communication and relationship-building abilities.
• Excellent organizational and multi-tasking skills.

Responsibilities

• Lead and maintain existing client relationships as primary contact for inquiries about maintenance, cash management, distributions and reporting.
• Collaborate with wealth advisor, planner and internal departments to fulfill client requests within SLAs.
• Research and resolve client issues using internal resources or escalate to management.
• Manage client meeting scheduling, preparation and participation in meetings, events and seminars.
• Prepare client account paperwork including agreements, custodian forms, apps and deliverables.
• Coordinate new client onboarding activities with documentation and client portal setup.
• Adhere to company policies and procedures to ensure compliant client activity.
• Document client interactions in CRM in a timely manner.
• Develop relationships with custodians, vendors and service providers.
• Participate in team projects and training opportunities.

Skills

Client relationship management

Communication skills

Organization

Microsoft Office

CRM / eMoney

Education

Bachelor’s degree in Business, Finance, Economics or related

Tools

Tamarac Advisor View

CRM

eMoney

Custodian websites (Schwab, Fidelity, TD Ameritrade)

Schwab / Fidelity / TD Ameritrade portals

Job description

EP Wealth Advisors is seeking a Client Relationship Associate in Salt Lake City to partner with our wealth advisory and planning teams, delivering exceptional client service and accurate documentation. You will manage inquiries, onboarding, and ongoing client communications, supporting a fast-paced, growth-minded environment.

The role emphasizes collaboration with internal teams, meticulous organization, and proficiency with Office tools and client portals.