Data Operations Associate

EP Wealth Advisors•Torrance, CA

70d•$28 - $35•Hybrid

About The Position

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 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 The Data Operations Associate will partner with our wealth advisory, financial planning, finance and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of data maintenance, with exceptional organizational, communication and problem-solving skills. Successful candidates will be highly dependable, trustworthy, and have strong organizational and technical skills. Attention to detail and accuracy, data audits, and strong project management abilities are also critical to meeting and exceeding expectations in this role. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. Salary Range: $27.64hr - $34.86hr plus annual bonus

Requirements

Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education/experience will be considered)
Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company
Intermediate proficiency and experience with Excel and analysis
Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
Excellent communication skills with ability to develop and maintain strong relationships with team members across the organization
Highly motivated self-starter with the ability to work collaboratively and independently
Proficiency using Microsoft Office (Outlook, Word). Experience with Envestnet, Tamarac or equivalent, CRM (Salesforce), and custodian websites (Schwab, Fidelity) is highly desired.

Responsibilities

Responsible for providing exceptional support with respect to internal database systems with a key focus on performing baseline data entry coding of client accounts as data is aggregated and reconciled
Maintain data integrity and check for discrepancies between custodian data and internal databases
Perform various database maintenance work related to grouping of client accounts and householding
Perform various database audits on a timely basis, focusing on resolution of data discrepancies
Assist with process and data management, drive consistency and compliance in workforce data processes and reporting in CRM
Understand policies and procedures of billing, portfolio management and advisory teams to properly establish baseline coding on a variety of account types and trading strategies
Ensure data is properly flowing between internal systems and established data connections are functioning as intended
Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner
Assist the 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 routine client issues leveraging internal support resources and escalate to management as appropriate
Understand and adhere to outlined company policies and procedures to ensure work is completed within firm standards
Develop and maintain trusted relationships with internal associates and departments; custodian partners, and service providers
Participate in team projects, business initiatives and participate in training and education opportunities as required

Benefits

11 Paid Holidays + 2 floating holidays
3 Weeks (PTO)
Paid Parental Leave
Paid Volunteer Time
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