Client Relationship Associate - Palm Beach Gardens, FL
About The Position
EP Wealth Advisors is hiring a Client Relationship Associate (CRA) to partner with wealth advisory, financial planning, and internal support teams in contributing to the satisfaction, retention, and growth of client relationships. The role serves as the primary point of contact for client inquiries and coordinates service requests, account paperwork, meetings, and onboarding. The ideal candidate has a track record of excellent client service and strong organizational, communication, and problem-solving skills. The CRA works with a collaborative, client-focused team guided by EPWA’s core values of Integrity, Entrepreneurial, Excellence, and Community. The position is based in Palm Beach Gardens, Florida. Compensation is $24.03–$34.85 an hour.
Requirements
- Excellent communication skills and the ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.
- Strong organizational skills and attention to detail, with the 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, preferably 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, Fidelity, or TD Ameritrade.
Responsibilities
- Lead and maintain existing client relationships as the primary point of contact for inquiries about account maintenance, cash management, distributions, and investment reporting.
- 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 issues to management when appropriate.
- Manage client meeting scheduling and preparation, and participate in client meetings, events, and seminars as needed.
- 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 internal operations teams, setting up client portal access, conducting 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 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 and business initiatives, and engage in required training and education opportunities.
Benefits
- 11 paid holidays and 2 floating holidays
- Unlimited PTO
- Paid parental leave
- Paid volunteer time
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
