Senior Wealth Client Relationship Advisor

EP Wealth Advisors; Westlake Village (CA); On-site; USD 61,000 - 90,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

401k Retirement Account with company m

Health, Dental, and Vision Plans

Life Insurance & Disability Insurance

Health Savings Accounts

Employee Education & Reimbursement

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will focus on client satisfaction, retention, and growth, acting as the primary contact for inquiries related to accounts and reporting.

The role emphasizes collaboration across Operations, Investments, and Financial Planning, with a culture rooted in integrity, excellence, and community commitments.

Qualifications

• Bachelor's degree preferred with concentration in Business, Finance, Economics, or relevant experience.
• 4–7+ years experience in investment advisory, asset management, or financial services; supervisory or coaching experience beneficial.
• Excellent communication skills with ability to develop and maintain strong client relationships.

Responsibilities

• Lead and maintain existing client relationships as primary contact for account maintenance, cash management, distributions, and reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to ensure requests are executed within SLAs.
• Research and resolve routine to complex client issues using internal resources or management escalation.
• Manage client meeting scheduling and participate in client meetings, events, and seminars as directed.

Skills

Relationship management

Communication skills

Multi-tasking

Microsoft Office

CRM experience

Education

Bachelor's Degree preferred

Tools

CRM

Tamarac Advisor View

eMoney

Schwab

Fidelity

Job description

EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will focus on client satisfaction, retention, and growth, acting as the primary contact for inquiries related to accounts and reporting.

The role emphasizes collaboration across Operations, Investments, and Financial Planning, with a culture rooted in integrity, excellence, and community commitments.