Client Relationship Associate
Ep Wealth Advisors•Los Angeles, CA
418d•$60,000 - $72,500
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About The Position
The Client Relationship Associate (CRA) at EP Wealth Advisors is responsible for managing and enhancing client relationships, ensuring satisfaction and retention. This role involves collaboration with various internal teams to execute client requests and maintain high service standards. The CRA will also participate in client meetings, prepare necessary documentation, and support new client onboarding activities, all while adhering to company policies and procedures.
