Senior Client Relationship Associate

ep wealth advisors; Nashville (TN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

11 Paid Holidays

3 weeks PTO

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Job summary

EP Wealth Advisors is seeking a Senior Client Relationship Associate in Nashville to partner with wealth advisory teams and support client satisfaction and growth. You will manage inquiries on account maintenance, reporting, and onboarding while coordinating with internal departments to fulfill client needs.

The role requires 4+ years in advisory or financial services, excellent communication, and strong organizational skills, with experience in Tamarac Advisor View, CRM, eMoney, and custodian

Qualifications

• Bachelor's Degree required, preferably in Business, Finance, Economics, or related field.
• 4+ years of experience in investment advisory, asset management or a financial services company; supervisory or coaching experience is beneficial.
• Excellent communication skills with ability to develop and maintain strong relationships with clients and team members.
• Strong business judgment with risk awareness and ability to resolve atypical issues.
• Strong organization and multi-tasking in a fast-paced environment. Proficiency with Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity).

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 departments to fulfill client requests within SLAs.
• Research and resolve routine to complex client issues leveraging internal resources or escalation.
• Manage client meeting scheduling, preparation, and participation in meetings/events as directed.
• Prepare client account paperwork and onboarding materials; coordinate documentation and portal setup.
• Develop trusted relationships with custodian partners, vendors, and client contacts.
• Participate in team projects, training, and coaching of associates as needed.

Skills

Communication skills

Business judgment

Organizational skills

Client relationship management

Education

Bachelor's Degree in Business/Finance

Tools

Tamarac Advisor View

CRM

eMoney

Schwab

Fidelity

Microsoft Office

Job description

About EP Wealth Advisors

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominantly high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Senior Client Relationship Associate

As a Senior Client Relationship Associate (CRA) you will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Responsibilities

• Lead and maintain existing client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting.
• Proactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements.
• Research and resolve routine to complex client issues leveraging internal support resources and/or escalating as appropriate to management.
• Manage client meeting scheduling, preparation, and participate as needed in client meetings, events, and seminars, as directed by leadership.
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing.
• Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients.
• Understand, adhere, and contribute 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 deep trusted relationships with custodian partners, vendors, client professional contacts, and service providers.
• Actively participate and/or lead in team projects, business initiatives, and engage in training and education opportunities as required.
• Contribute to the mentoring and coaching of associates to include providing growth feedback, sharing input for performance evaluations, and recommend job and/or skillset training as needed.

Qualifications

• Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field.
• Ideal candidates will have 4+ years of experience working in investment advisory, asset management or a financial services company; previous supervisory or coaching experience is beneficial.
• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.
• Strong business judgement skills with demonstrated ability to identify solutions to atypical issues while ensuring proper risk management safeguards.
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast‑paced environment.
• Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable.

Benefits

• 11 Paid Holidays
• 3 weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

Equal Opportunity Statement

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.