Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

Skills this job asks for

Say which you have and which you want to build. We use it to match you to jobs like this one.

About the job

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Summary The Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills.

Duties and Responsibilities

Lead and maintain existing client relationships as primary point of contact for inquires 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 escalate 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

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

Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization

Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment

Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney , and custodian we

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 floating holidays 3 Weeks PTO Paid Volunteer Time Paid Parental Leave Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.