Wealth Advisory Client Relationship Lead – Flexible Hours

EP Wealth Advisors; Denver (CO); On-site; USD 61,000 - 90,000; Full time

Benefits offered by this job

11 Paid Holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Health/Dental/Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

Health Savings Accounts

Employee Education

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors seeks a Senior Client Relationship Associate to partner with wealth advisory and planning teams, driving client satisfaction and retention. You will support account maintenance, cash management, reporting, and onboarding processes while delivering exceptional service to high-net-worth clients.

You will coordinate with internal departments, manage documentation, and help prepare proposals and meetings, ensuring timely, compliant client interactions and a strong client

Qualifications

• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.
• Strong business judgement with demonstrated ability to identify solutions while ensuring risk management.
• Proficiency in Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodian websites is valuable.

Responsibilities

• Lead and maintain existing client relationships as primary point of contact for account maintenance, cash management, distributions, and investment reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to ensure client requests are executed within service levels.
• Research and resolve routine to complex client issues leveraging internal resources and escalation as needed.
• Manage client meeting scheduling and preparation, and participate in client meetings, events, and seminars.
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other deliverables.

Skills

Communication skills

Business judgement

Organization

Client relationship management

Education

Bachelor's degree in Business/Finance/Economics

Tools

Tamarac Advisor View

CRM

eMoney

Schwab & Fidelity custodian sites

Job description

EP Wealth Advisors seeks a Senior Client Relationship Associate to partner with wealth advisory and planning teams, driving client satisfaction and retention. You will support account maintenance, cash management, reporting, and onboarding processes while delivering exceptional service to high-net-worth clients.

You will coordinate with internal departments, manage documentation, and help prepare proposals and meetings, ensuring timely, compliant client interactions and a strong client