Wealth Client Relations Associate

EP Wealth Advisors; Torrance (CA); On-site; USD 30,000 - 43,000; 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

Subsidized Health, Dental, Vision

401k Retirement with company match

Life Insurance and Disability

Health Savings Accounts

Employee Education Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Client Relationship Associate in Torrance, CA to partner with wealth advisory, financial planning, and internal teams. You will be the primary contact for client inquiries about account maintenance, cash management, and reporting, ensuring timely responses and high service levels.

The ideal candidate has 1–3 years in financial services, excellent communication, and strong organizational skills, with proficiency in Microsoft Office and familiarity with Tamarac

Qualifications

• Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.
• Ideal candidates will have 1-3 year's experience working in investment advisory, asset management or a financial services company
• Proficiency in Microsoft Office (Outlook, Word, Excel) and familiarity with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable.

Responsibilities

• Lead and maintain existing client relationships as primary 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 defined service levels
• Research and resolve client issues leveraging internal resources or escalation to management
• Manage client meeting scheduling and preparation; participate in client meetings, events and seminars
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other deliverables
• Coordinate new client onboarding activities including documentation collection, portal setup, welcome calls, and proactive communication
• Adhere to company policies and ensure client activities are handled to firm standards
• Document client interactions and meetings in CRM timely and accurately
• Develop and maintain relationships with custodian partners, vendors, and service providers
• Participate in team projects and training; perform office administrative duties as needed

Skills

Excellent communication

Strong organization

Attention to detail

Prioritize and multi-task

1–3 years financial services

Education

Bachelor’s degree preferred in Business/Finance/Economics

Tools

Tamarac Advisor View

CRM

eMoney

Job description

EP Wealth Advisors is seeking a Client Relationship Associate in Torrance, CA to partner with wealth advisory, financial planning, and internal teams. You will be the primary contact for client inquiries about account maintenance, cash management, and reporting, ensuring timely responses and high service levels.

The ideal candidate has 1–3 years in financial services, excellent communication, and strong organizational skills, with proficiency in Microsoft Office and familiarity with Tamarac