Wealth Client Relationships Lead (Flexible Schedule)

EP Wealth Advisors, LLC; Denver (CO); Hybride; USD 61 000 - 90 000; Plein temps

Avantages offerts par ce poste

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Flexible Work Schedule

401k Retirement Account with company

Life Insurance

Mental Health services

Health, Dental, Vision Plans

Employee Education & Reimbursement

Employee Charitable Donations

Employee Team Building Activities

Résumé du poste

EP Wealth Advisors is seeking a Senior Client Relationship Associate in Denver to support client relationships across wealth advisory, planning, and internal teams. You will be the primary contact for account maintenance, reporting, and cash management, ensuring timely and accurate service.

The role requires collaboration with wealth advisors and planning staff, onboarding new clients, preparing paperwork, maintaining CRM records, and ensuring service levels.

Qualifications

• Bachelor’s degree preferred with a business/finance/economics focus or relevant experience.
• 4–7+ years’ experience in investment advisory, asset management, or financial services; supervisory or coaching experience is beneficial.
• Excellent communication skills with ability to develop and maintain strong client relationships across the organization.
• Strong business judgement and risk management; ability to identify solutions for atypical issues.
• Strong organization and attention to detail; ability to prioritize and multi-task in a fast-paced environment.
• Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity are valuable).

Responsabilités

• Lead and maintain existing client relationships as primary contact for inquiries on account maintenance, cash management, distributions, and reporting.
• Collaborate with wealth advisors, financial planning, and internal departments to ensure requests are executed within service levels.
• Research and resolve routine to complex client issues leveraging internal resources or escalate to management.
• Manage client meeting scheduling, preparation, and participate in meetings, events, and seminars as directed.
• Prepare client account paperwork including agreements, custodian forms, applications, and other deliverables.
• Oversee new client onboarding including documentation collection, portal setup, welcome calls, and proactive communication.
• Understand and contribute to firm policies and procedures to ensure client activities meet firm standards.
• Track and document client interactions in CRM with timely and compliant note input.
• Develop deep trusted relationships with custodian partners, vendors, and client contacts.
• Participate in team projects, business initiatives, and training opportunities.
• Mentor and coach associates, providing growth feedback and input for performance evaluations.

Formation

Bachelor’s Degree preferred, with a concentration in Business, Finance, Economics, or relevant experience

Outils

Tamarac Advisor View

CRM

eMoney

Schwab

Fidelity

Description du poste

EP Wealth Advisors is seeking a Senior Client Relationship Associate in Denver to support client relationships across wealth advisory, planning, and internal teams. You will be the primary contact for account maintenance, reporting, and cash management, ensuring timely and accurate service.

The role requires collaboration with wealth advisors and planning staff, onboarding new clients, preparing paperwork, maintaining CRM records, and ensuring service levels.