Wealth Client Relations Specialist

EP Wealth Advisors, LLC; Los Angeles (CA); Hybrid; USD 33,000 - 46,000; 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

Health, Dental, Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

FSAs & HSAs

Educational Expense Reimbursement

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors, LLC in Los Angeles seeks a Client Relationship Associate to support our wealth advisory and planning teams, delivering exceptional service to high-net-worth clients. The CRA will be the main contact for account maintenance, cash management, and reporting, partnering with internal departments to fulfill client requests and maintain strong relationships.

The role involves onboarding new clients, preparing paperwork, coordinating meetings and events, and ensuring CRM notes are

Qualifications

• Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.
• 1-3 years’ experience in investment advisory, asset management or financial services.
• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members.
• Strong organization and attention to detail, ability to prioritize, multi-task in a fast-paced environment.
• Proficiency in Microsoft Office; Tamarac Advisor View, CRM, eMoney and custodian websites are valuable.

Responsibilities

• Lead and maintain existing client relationships as primary contact for inquiries related to account maintenance, cash management, distributions, and investment reporting
• Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements
• Research and resolve client issues leveraging internal support resources and/or escalating as appropriate to management
• Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
• Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients
• Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards
• Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner
• Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers
• Participate in team projects, business initiatives and engage in training and education opportunities as required
• Office administrative duties as needed

Skills

Communication

Organization

Attention to detail

Customer service

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Tamarac Advisor View

CRM

eMoney

Job description

EP Wealth Advisors, LLC in Los Angeles seeks a Client Relationship Associate to support our wealth advisory and planning teams, delivering exceptional service to high-net-worth clients. The CRA will be the main contact for account maintenance, cash management, and reporting, partnering with internal departments to fulfill client requests and maintain strong relationships.

The role involves onboarding new clients, preparing paperwork, coordinating meetings and events, and ensuring CRM notes are