Senior Client Relationship Associate - Denver, CO

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

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Flexible Work Schedule

401k Retirement Account with company

Life Insurance

Mental Health services

Health, Dental, Vision Plans

Employee Education & Reimbursement

Employee Charitable Donations

Employee Team Building Activities

Job summary

EP Wealth Advisors is seeking a Senior Client Relationship Associate in Denver to support client relationships across wealth advisory, planning, and internal teams. You will be the primary contact for account maintenance, reporting, and cash management, ensuring timely and accurate service.

The role requires collaboration with wealth advisors and planning staff, onboarding new clients, preparing paperwork, maintaining CRM records, and ensuring service levels.

Qualifications

• Bachelor’s degree preferred with a business/finance/economics focus or relevant experience.
• 4–7+ years’ experience in investment advisory, asset management, or financial services; supervisory or coaching experience is beneficial.
• Excellent communication skills with ability to develop and maintain strong client relationships across the organization.
• Strong business judgement and risk management; ability to identify solutions for atypical issues.
• Strong organization and attention to detail; ability to prioritize and multi-task in a fast-paced environment.
• Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity are valuable).

Responsibilities

• Lead and maintain existing client relationships as primary contact for inquiries on account maintenance, cash management, distributions, and reporting.
• Collaborate with wealth advisors, financial planning, and internal departments to ensure requests are executed within service levels.
• Research and resolve routine to complex client issues leveraging internal resources or escalate to management.
• Manage client meeting scheduling, preparation, and participate in meetings, events, and seminars as directed.
• Prepare client account paperwork including agreements, custodian forms, applications, and other deliverables.
• Oversee new client onboarding including documentation collection, portal setup, welcome calls, and proactive communication.
• Understand and contribute to firm policies and procedures to ensure client activities meet firm standards.
• Track and document client interactions in CRM with timely and compliant note input.
• Develop deep trusted relationships with custodian partners, vendors, and client contacts.
• Participate in team projects, business initiatives, and training opportunities.
• Mentor and coach associates, providing growth feedback and input for performance evaluations.

Education

Bachelor’s Degree preferred, with a concentration in Business, Finance, Economics, or relevant experience

Tools

Tamarac Advisor View

CRM

eMoney

Schwab

Fidelity

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 on delivering on our 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 elevate 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 timelyand 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 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.