Senior Client Relationship Associate - Denver

EP Wealth Advisors; Denver (CO); On-site; USD 61,000 - 90,000; Full time

Benefits offered by this job

11 Paid Holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Health/Dental/Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

Health Savings Accounts

Employee Education

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors seeks a Senior Client Relationship Associate to partner with wealth advisory and planning teams, driving client satisfaction and retention. You will support account maintenance, cash management, reporting, and onboarding processes while delivering exceptional service to high-net-worth clients.

You will coordinate with internal departments, manage documentation, and help prepare proposals and meetings, ensuring timely, compliant client interactions and a strong client

Qualifications

• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.
• Strong business judgement with demonstrated ability to identify solutions while ensuring risk management.
• Proficiency in Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodian websites is valuable.

Responsibilities

• Lead and maintain existing client relationships as primary point of contact for account maintenance, cash management, distributions, and investment reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to ensure client requests are executed within service levels.
• Research and resolve routine to complex client issues leveraging internal resources and escalation as needed.
• Manage client meeting scheduling and preparation, and participate in client meetings, events, and seminars.
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other deliverables.

Skills

Communication skills

Business judgement

Organization

Client relationship management

Education

Bachelor's degree in Business/Finance/Economics

Tools

Tamarac Advisor View

CRM

eMoney

Schwab & Fidelity custodian sites

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately 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.

Summary

TheSeniorClient Relationship Associate 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 ondelivering onour founding core values: Integrity, Entrepreneurial, Excellence and Community.

$60,500 - $90,000 a year

Duties and Responsibilities

• Lead andmaintainexisting client relationships as primary point of contact for inquires 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 issuesleveraginginternal support resources and/or escape asappropriate to management

• Manage client meeting scheduling, preparation, andparticipateas 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 ina timelyand compliant manner

• Develop deep trusted relationships with custodian partners, vendors, client professional contacts, and service providers

• Activelyparticipateand/or lead in team projects, business initiatives, and engage in training and education opportunities asrequired

• 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 Degreepreferred,with a concentration in Business, Finance, Economics, or relevant experience

• Ideal candidates will have 4 -7+ years' experience working in investment advisory, assetmanagementor a financial services company;previoussupervisory or coaching experience is beneficial

• Excellent communication skills with ability to develop andmaintainstrong relationships with clients, prospects, and team members across the organization

• Strong business judgement skills withdemonstratedability toidentifysolutions 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

• Proficiencyinusing Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity is valuable.

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• 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

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.