Senior Client Relationship Associate - West Los Angeles

EP Wealth Advisors, LLC; Los Angeles (CA); Presencial; USD 61 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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 3

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health

Health Savings Accounts

Employee Financial Education

Employee Educational Expense Reimburse

Employee Charitable Donations

Employee Referral Incentives

Employee Team Building Activities

Employee Assistance Program

Resumo da oferta

EP Wealth Advisors, LLC is seeking a Senior Client Relationship Associate to partner with our wealth advisory, planning, and internal support teams. You will focus on client satisfaction, retention, and growth, serving high net worth individuals.

The role emphasizes proactive collaboration across Operations, Investments, and Financial Planning to meet service levels, onboarding, and accurate client reporting. Strong communication and CRM skills are essential.

Qualificações

• Bachelor's Degree preferred, with a concentration in Business, Finance, Economics, or relevant experience
• Ideal candidates will have 4-7+ years' 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, 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 in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity is valuable).

Responsabilidades

• Lead and maintain existing client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting
• Collaborate with wealth advisor, financial planner, and internal departments 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 escalate 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 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 mentoring and coaching of associates to provide growth feedback, input for evaluations, and recommend training

Conhecimentos

Client relationship management

Communication skills

CRM proficiency

MS Office suite

Formação académica

Bachelor's Degree

Ferramentas

Tamarac Advisor View

CRM

eMoney

Schwab

Fidelity

Descrição da oferta de emprego

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.