Senior Client Relationship Specialist

Td Ameritrade Holding; Honolulu (HI); On-site; USD 67,500 - 87,500; Full time

Benefits offered by this job

Paid holidays

PTO

Volunteer time

Job summary

EP Wealth Advisors in Torrance, CA is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will enhance client satisfaction, manage onboarding, and oversee account maintenance and reporting.

The ideal candidate has 4–7+ years in investment advisory or financial services, excellent communication, and strong organizational skills. Proficiency with MS Office, Tamarac Advisor View, CRM, and eMoney is valuable.

Qualifications

• Bachelor's Degree in Business, Finance, Economics, or related field.
• 4–7+ years' experience in investment advisory, asset management, or financial services.
• Excellent communication skills with ability to develop and maintain relationships across the organization.
• Proficiency with Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodian websites.

Responsibilities

• Manage client meeting scheduling, preparation, and participate as needed in client meetings and events.
• Lead and maintain existing client relationships as primary contact for inquiries related to account maintenance, cash management, distributions, and reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to ensure requests are executed within service level agreements.
• Research and resolve routine to complex client issues leveraging internal resources or escalating to management.
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other deliverables.
• Oversee new client onboarding activities including documentation collection, portal setup, and welcome calls.
• Document client interactions in CRM and ensure timely, compliant notes.
• Develop deep trusted relationships with custodian partners, vendors, and service providers.
• Participate in team projects, business initiatives, and training opportunities.

Skills

Communication skills

Business judgement

Organizational skills

MS Office

Multi-tasking

Client relationship management

Education

Bachelor's Degree

4-7+ years in investment advisory/financial services

Tools

Tamarac Advisor View

CRM

eMoney

Custodian websites (Schwab Fidelity TD Ameritrade)

Job description

EP Wealth Advisors in Torrance, CA is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will enhance client satisfaction, manage onboarding, and oversee account maintenance and reporting.

The ideal candidate has 4–7+ years in investment advisory or financial services, excellent communication, and strong organizational skills. Proficiency with MS Office, Tamarac Advisor View, CRM, and eMoney is valuable.