Senior Client Relationship Advisor (Wealth)

ep wealth advisors; Brighton (MI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Paid holidays

PTO

Volunteer time

Flexible schedule

Health, dental, vision plans

401k with company match

Mental health services

Life Insurance

Disability insurance

FSAs/HSA

Educational reimbursement

Employee donations

Referral incentives

Team building

Employee assistance program

Job summary

EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisors and internal teams, serving as the primary contact for client inquiries related to accounts and reporting.

You will manage onboarding, scheduling, and documentation while maintaining compliance and strong client communication. Collaboration with Operations, Investments, and Financial Planning is essential, with a focus on growing relationships and delivering exceptional service.

Qualifications

• Bachelor’s degree preferred in Business, Finance, Economics, or related field.
• 4+ years in investment advisory, asset management, or financial services.
• Excellent communication and relationship-building abilities.
• Strong judgment with risk-management awareness.
• Highly organized with ability to multitask in a fast-paced environment.

Responsibilities

• Lead and maintain existing client relationships as primary contact for inquiries.
• Collaborate with wealth advisor, planner, and internal teams to fulfill requests.
• Prepare client account paperwork and onboarding activities.
• Document client interactions in CRM with timely, compliant notes.
• Support team projects and contribute to training and growth initiatives.

Skills

Communication skills

Business judgment

Organization and multitasking

Client relationship management

Education

Bachelor’s degree preferred

Tools

Tamarac Advisor View

CRM

eMoney

Schwab

Fidelity

Job description

EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisors and internal teams, serving as the primary contact for client inquiries related to accounts and reporting.

You will manage onboarding, scheduling, and documentation while maintaining compliance and strong client communication. Collaboration with Operations, Investments, and Financial Planning is essential, with a focus on growing relationships and delivering exceptional service.