Client Relationship Specialist, Wealth Advisory

EP Wealth Advisors, LLC; Irvine (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

11 holidays

3 weeks PTO

Volunteer time

Parental leave

Flexible schedule

Health plan

Dental plan

Vision plan

401k match

Life Insurance

Disability insurance

HSA option

Education reimbursement

Charitable donations

Team building

Employee assistance

Job summary

EP Wealth Advisors in Irvine, CA seeks a Client Relationship Associate to partner with wealth advisory, financial planning and internal support teams. You’ll be the primary contact for account maintenance, reporting and client inquiries, delivering excellent service and building trusted relationships.

A bachelor’s degree is preferred and 1–3 years in investment advisory or financial services is ideal. You will coordinate onboarding, prepare paperwork, schedule meetings and log activities in the

Qualifications

• Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.
• Ideal candidates will have 1-3 year's experience working in investment advisory, asset management or a financial services company.
• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization.
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment.
• Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable.

Responsibilities

• Lead and maintain existing client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to ensure client requests are executed within defined service level agreements.
• Research and resolve client issues leveraging internal support resources and escalating as appropriate to management.
• Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars.
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing.
• Coordinate new client onboarding activities including collection of required documentation, process execution, portal setup, welcome calls and proactive communication with clients.
• Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards.
• Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner.
• Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers.
• Participate in team projects, business initiatives and engage in training and education opportunities as required.
• Office administrative duties as needed

Skills

Client relationships

Communication skills

Organization

Multi-tasking

CRM usage

Education

Bachelor's degree preferred (Business/Finance/Economics)

Equivalent related experience

Tools

Tamarac Advisor View

CRM

eMoney

Custodian websites (Schwab, Fidelity)

Job description

EP Wealth Advisors in Irvine, CA seeks a Client Relationship Associate to partner with wealth advisory, financial planning and internal support teams. You’ll be the primary contact for account maintenance, reporting and client inquiries, delivering excellent service and building trusted relationships.

A bachelor’s degree is preferred and 1–3 years in investment advisory or financial services is ideal. You will coordinate onboarding, prepare paperwork, schedule meetings and log activities in the