Wealth Advisory Client Relations Associate

EP Wealth Advisors; Los Angeles (CA); On-site; USD 33,000 - 47,000; 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

Highly subsidized Health, Dental, and 

Vision Plans

401k Retirement Account with company?"

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 is seeking a Client Relationship Associate in Los Angeles to partner with wealth advisory, planning, and support teams. You will help grow and retain client relationships through excellent service, organization, and proactive problem solving.

Responsibilities include handling inquiries on accounts, coordinating onboarding, preparing paperwork, and maintaining CRM records. A Bachelor’s degree is preferred with 1–3 years in financial services; benefits are extensive.

Qualifications

• Bachelor’s degree preferred in Business/Finance or related field.
• 1-3 years of experience in investment advisory, asset management, or financial services.
• Excellent communication and ability to build client relationships across teams.
• Strong organization and multitasking skills; attention to detail.
• Proficiency with Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodians.

Responsibilities

• Lead and maintain existing client relationships as the primary contact for inquiries related to accounts and reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to fulfill client requests within SLAs.
• Research and resolve client issues, escalating to management when appropriate.
• Manage client meeting scheduling, preparation, and participation in meetings and events.
• Prepare client account paperwork including applications and custodian forms.
• Coordinate new client onboarding activities and portal setup.
• Adhere to company policies and document client interactions in CRM.
• Develop relationships with custodian partners and service providers.
• Participate in team projects, training, and other duties as required.
• Perform office administrative duties as needed.

Skills

Client relationship management

Excellent communication

Organization

Multi-tasking

Microsoft Office

Education

Bachelor’s degree preferred

1-3 years experience in investment advisory/financial services

Tools

Tamarac Advisor View

CRM systems

eMoney

Custodian websites (Schwab, Fidelity)

Job description

EP Wealth Advisors is seeking a Client Relationship Associate in Los Angeles to partner with wealth advisory, planning, and support teams. You will help grow and retain client relationships through excellent service, organization, and proactive problem solving.

Responsibilities include handling inquiries on accounts, coordinating onboarding, preparing paperwork, and maintaining CRM records. A Bachelor’s degree is preferred with 1–3 years in financial services; benefits are extensive.