Wealth Client Relations Specialist

EP Wealth Advisors, LLC; Los Angeles (CA); On-site; USD 50,000 - 70,000; 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 Retirement Account with company 


Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts

Health Savings Accounts

Employee Financial Education

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors, LLC is seeking a Client Relationship Associate in the Los Angeles area to support client relationships and service delivery across wealth advisory, planning and operations. The CRA acts as a primary contact for account maintenance, cash management and reporting inquiries.

Ideal candidates bring 1-3 years in investment advisory or financial services, strong communication, organization and multitasking, and familiarity with Tamarac Advisor View, CRM and custodians like Schwab

Qualifications

• Bachelor’s degree preferred in Business, Finance, Economics, or related experience.
• 1-3 years' experience in investment advisory, asset management or financial services.
• Excellent communication skills and ability to build client relationships.
• Strong organization and ability to multi-task in a fast-paced setting.
• Proficiency with Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodians is valuable.

Responsibilities

• Lead and maintain existing client relationships as primary contact for account maintenance, cash management and reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to fulfill client requests within SLAs.
• Research and resolve client issues leveraging internal resources or escalation paths.
• Manage client meeting scheduling, preparation and participation in meetings and events.
• Prepare client account paperwork and onboarding activities in coordination with internal teams.
• Document client interactions in CRM timely and compliant.
• Develop and maintain relationships with custodian partners, vendors and service providers.
• Support team projects, training and general office duties as needed.

Skills

Excellent communication skills

Strong organizational skills

Attention to detail

Ability to multitask

Education

Bachelor’s degree preferred in Business, Finance, Economics, or related

Tools

Tamarac Advisor View

CRM

eMoney

Custodian websites (Schwab, Fidelity)

Job description

EP Wealth Advisors, LLC is seeking a Client Relationship Associate in the Los Angeles area to support client relationships and service delivery across wealth advisory, planning and operations. The CRA acts as a primary contact for account maintenance, cash management and reporting inquiries.

Ideal candidates bring 1-3 years in investment advisory or financial services, strong communication, organization and multitasking, and familiarity with Tamarac Advisor View, CRM and custodians like Schwab