Hybrid Client Relations Associate - Wealth Advisory

EP Wealth Advisors; Phoenix (AZ); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Paid holidays

PTO 3 weeks

Volunteer time

Parental leave

Flexible schedule

Health plans

401k match

Life & disability insurance

Job summary

EP Wealth Advisors seeks a Client Relationship Associate to partner with wealth advisory, planning and support teams, driving client satisfaction and retention. The role emphasizes delivering outstanding service with excellent organizational and problem-solving skills in a fast-paced environment.

The CRA will manage inquiries related to accounts, onboarding, and reporting, while coordinating with internal departments to ensure requests are executed promptly and accurately.

Qualifications

• Bachelor’s degree preferred in business, finance, economics or related.
• 1–3 years in investment advisory, asset management or financial services.
• Excellent client service and relationship-building skills.
• Strong communication and organizational abilities.
• Proficiency with Microsoft Office; Tamarac Advisor View, CRM, eMoney, Schwab/Fidelity helpful.

Responsibilities

• Lead and maintain existing client relationships as primary contact for account maintenance, cash management, distributions, and reporting.
• Collaborate with wealth advisor, financial planner, and internal teams to fulfill client requests within SLAs.
• Research and resolve client issues leveraging internal resources or escalating as needed.
• Schedule and participate in client meetings, events and seminars.
• Prepare client paperwork and onboarding materials; coordinate new client onboarding activities.

Skills

Client relations

Communication

Organization

CRM proficiency

MS Office

Education

Bachelor’s degree preferred

Tools

Tamarac Advisor View

CRM

eMoney

Schwab

Fidelity

Job description

EP Wealth Advisors seeks a Client Relationship Associate to partner with wealth advisory, planning and support teams, driving client satisfaction and retention. The role emphasizes delivering outstanding service with excellent organizational and problem-solving skills in a fast-paced environment.

The CRA will manage inquiries related to accounts, onboarding, and reporting, while coordinating with internal departments to ensure requests are executed promptly and accurately.