Client Relationship Associate - Irvine, CA

EP Wealth Advisors • Irvine, CA

4d • $22 - $31

About The Position

The Client Relationship Associate (CRA) partners with wealth advisory, financial planning, and internal support teams to contribute to the satisfaction, retention, and growth of client relationships. The role serves as a primary point of contact for existing clients and supports account maintenance, cash management, distributions, investment reporting, onboarding, and related service requests. The ideal candidate has a track record of excellent client service, strong organizational and communication skills, and effective problem-solving abilities.

Requirements

• Excellent communication skills and the ability to build and maintain strong relationships with clients, prospects, and team members across the organization.
• Strong organizational skills and attention to detail.
• Ability to prioritize and multitask effectively in a fast-paced environment.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.

Nice To Haves

• Bachelor’s degree preferred, with a concentration in Business, Finance, or Economics, or equivalent related experience.
• One to three years of experience working in investment advisory, asset management, or a financial services company.
• Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites such as Schwab and Fidelity.

Responsibilities

• Lead and maintain existing client relationships as the primary contact for account maintenance, cash management, distributions, and investment reporting inquiries.
• Collaborate with wealth advisors, financial planners, and internal departments to ensure client requests are completed within defined service-level agreements.
• Research and resolve client issues using internal support resources and escalate them to management when appropriate.
• Manage client meeting scheduling and preparation, and participate as needed in client meetings, events, and seminars.
• Prepare client account paperwork, including internal agreements, custodian forms, applications, and other deliverables, for processing.
• Coordinate new-client onboarding, including collecting required documentation, partnering with operations teams, setting up client portals, making welcome calls, and communicating proactively with clients.
• Follow company policies and procedures to ensure client activities meet firm standards.
• Track and document client interactions, activities, and meetings in the CRM, entering notes promptly and in compliance with requirements.
• Develop and maintain trusted relationships with custodian partners, vendors, clients’ professional contacts, and service providers.
• Participate in team projects and business initiatives, and engage in required training and education opportunities.
• Perform office administrative duties as needed.

Benefits

• 11 paid holidays and 2 floating holidays
• 3 weeks of PTO
• Paid volunteer time
• Paid parental leave
• Flexible work schedule
• Highly subsidized health, dental, and vision plans
• 401(k) retirement account with company match contributions
• Free mental health services
• Life insurance
• Long- and 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level