Wealth Client Relations Associate – Growth & Service

ep wealth advisors; Brighton (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

PTO

Parental leave

Flexible schedule

Health plan

401k with match

Mental health services

Life insurance

Disability insurance

HSAs

Job summary

EP Wealth Advisors is seeking a Client Relationship Associate (CRA) to partner with our wealth advisory, financial planning, and internal support teams, driving satisfaction, retention and growth of client relationships.

Our ideal candidate will have a proven track record of delivering excellent client service, with outstanding organizational, communication and problem-solving skills to manage multiple priorities in a fast-paced environment.

Qualifications

• Demonstrated track record of delivering excellent client service.
• Exceptional organizational, communication, and problem-solving skills.
• Ability to collaborate with wealth advisory, planning and internal support teams.

Responsibilities

• Partner with wealth advisory, financial planning and internal support teams to enhance client satisfaction, retention and growth.

Job description

EP Wealth Advisors is seeking a Client Relationship Associate (CRA) to partner with our wealth advisory, financial planning, and internal support teams, driving satisfaction, retention and growth of client relationships.

Our ideal candidate will have a proven track record of delivering excellent client service, with outstanding organizational, communication and problem-solving skills to manage multiple priorities in a fast-paced environment.