Senior Client Relationship Lead, Wealth Advisory

EP Wealth Advisors, LLC

Los Angeles (CA)

On-site

USD 61,000 - 90,000

Full time

3 days ago

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Benefits offered by this job

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

Job summary

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.

Qualifications

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).

Responsibilities

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