Senior Client Relationship Associate

EP Wealth Advisors, LLC•Exton, PA

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. As a Senior Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Requirements

Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field
Ideal candidates will have 4+ years of experience working in investment advisory, asset management or a financial services company; previous supervisory or coaching experience is beneficial
Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization
Strong business judgement skills with demonstrated ability to identify solutions to atypical issues while ensuring proper risk management safeguards
Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity, TD Ameritrade) is valuable

Responsibilities

Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting
Proactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements
Research and resolve routine to complex client issues leveraging internal support resources and/or escalate as appropriate to management
Manage client meeting scheduling, preparation, and participate as needed in client meetings, events, and seminars, as directed by leadership
Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients
Understand, adhere, and contribute to outlined company policies and procedures to ensure client activities are handled with firm standards
Track and document client interactions, activities, and meetings in CRM, ensuring notes are input in a timely and compliant manner
Develop deep trusted relationships with custodian partners, vendors, client professional contacts, and service providers
Actively participate and/or lead in team projects, business initiatives, and engage in training and education opportunities as required
Contribute to the mentoring and coaching of associates to include providing growth feedback, sharing input for performance evaluations, and recommend job and/or skillset training as needed

Benefits

11 Paid Holidays
3 weeks (PTO)
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