Client Relationship Specialist - Wealth Advisory

EP Wealth Advisors, LLC; Brighton, Northern (MI, KY); 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

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

Health Spending Accounts

Education Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors, LLC is seeking a Client Relationship Associate to support client satisfaction and retention. You’ll partner with wealth advisors, planners and operations to handle inquiries, account maintenance and reporting, ensuring timely service delivery.

The ideal candidate has 1–3 years in investment advisory or financial services, excellent communication, and strong organizational skills to manage multiple tasks in a fast-paced environment.

Qualifications

• Bachelor’s degree preferred, with finance or related focus.
• 1–3 years in investment advisory or financial services.
• Strong client communication and relationship-building skills.
• Detail-oriented, organized, and able to multitask in a fast-paced environment.
• Proficient in Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodians is a plus.

Responsibilities

• Lead and maintain existing client relationships as primary contact for account maintenance and reporting.
• Coordinate with wealth advisor, planner and internal teams to fulfill client requests within SLAs.
• Research and resolve client issues using internal resources or escalation as needed.
• Schedule meetings, prepare materials, and participate in client events and seminars.
• Prepare client account paperwork and assist onboarding activities with documentation and portals.

Skills

Client relations

Communication

Organization

Multitasking

Customer service

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM

Tamarac Advisor View

eMoney

Schwab Fidelity portals

Job description

EP Wealth Advisors, LLC is seeking a Client Relationship Associate to support client satisfaction and retention. You’ll partner with wealth advisors, planners and operations to handle inquiries, account maintenance and reporting, ensuring timely service delivery.

The ideal candidate has 1–3 years in investment advisory or financial services, excellent communication, and strong organizational skills to manage multiple tasks in a fast-paced environment.