Hybrid Client Relationship & Planning Associate

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, vision coverage

Disability insurance

Company‑paid life insurance

Volunteer time off, wellness

Job summary

BridgePort is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors in a hybrid Phoenix office. You will prepare reports and meeting materials, join client meetings, take notes, summarize next steps, and help with follow‑up.

You will keep client work moving by tracking tasks, deadlines, and outstanding items, review client presentations, and assist with trading activity and billing reporting while supporting high‑quality

Qualifications

• 4+ years of financial services, client relationship management, or advisory support experience.
• Excellent communication, interpersonal, analytical, and problem‑solving skills.
• Experience preparing financial plans, client reports, presentation materials, and supporting senior advisors in client meetings.
• FINRA Series 65 license or Series 66 and Series 7 licenses.

Responsibilities

• Support client relationships by answering investment‑related questions and service needs.
• Prepare reports, financial plans, and meeting materials for clients and advisors.
• Join client meetings, take notes, summarize next steps, and help with follow‑up.
• Keep client work moving by tracking tasks, deadlines, and outstanding items.
• Review client presentations and materials before they are shared.
• Review trading activity and account transactions when needed.
• Help review quarterly billing and performance reporting.
• Research client service issues, help resolve them, and keep advisors updated.

Skills

Relationship management

Attention to detail

Communication skills

Analytical skills

Time management

Job description

BridgePort is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors in a hybrid Phoenix office. You will prepare reports and meeting materials, join client meetings, take notes, summarize next steps, and help with follow‑up.

You will keep client work moving by tracking tasks, deadlines, and outstanding items, review client presentations, and assist with trading activity and billing reporting while supporting high‑quality