Client Relations Intern
About The Position
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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 As a CRA Intern, you will learn the fundamentals of client service within a wealth management environment by supporting Client Relationship Associates and collaborating with internal teams. This role provides hands-on exposure to client meeting preparation, account documentation, and firm operations, while building a strong foundation in EP Wealth’s policies, procedures, and compliance standards.
Requirements
- Currently enrolled in a BA/BS program; preference given to rising juniors and seniors
- Excellent written and verbal communication skills
- Strong client‑service orientation and interpersonal skills
- Ability to maintain strict confidentiality and handle sensitive information appropriately
- High level of accuracy and strong attention to detail
- Ability to manage multiple responsibilities and meet competing deadlines
- Professional demeanor and strong sense of accountability
Responsibilities
- Act as a primary point of contact, responding to client inquiries via phone and email, such as scheduling client meetings and assistance with follow-up items
- Assist in setting up new client accounts (custodian forms), managing data, and inputting into our CRM (focusing on accuracy and completeness), assisting with uploads.
- Learn and follow EP Wealth policies, procedures, and compliance standards related to client service and data handling
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What This Job Offers
Career Level
Intern
