Senior Client Relationship Associate - West Los Angeles

EP Wealth Advisors•Los Angeles, CA

2d•$60,500 - $90,000

About The Position

EP Wealth Advisors (EPWA), a wealth management advisory firm serving predominantly high-net-worth individuals, is seeking a Senior Client Relationship Associate. The role partners with wealth advisory, financial planning, and internal support teams to contribute to the satisfaction, retention, and growth of client relationships. The associate serves as a primary contact for client inquiries and coordinates service delivery with internal teams, custodians, vendors, and other professional contacts. The position also supports client onboarding and meetings, documents activity in the CRM, and contributes to team initiatives and the mentoring and coaching of associates.

Requirements

Excellent communication skills and the ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.
Strong business judgment and demonstrated ability to identify solutions to atypical issues while maintaining appropriate risk safeguards.
Strong organization 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 preferred, concentrated in Business, Finance, or Economics, or relevant experience.
Four to seven or more years of experience in investment advisory, asset management, or a financial services company.
Previous supervisory or coaching experience.
Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites; Schwab and Fidelity experience is valuable.

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 proactively with wealth advisors, financial planners, and internal departments to ensure client requests are completed within defined service level agreements.
Research and resolve routine to complex client issues using internal resources and escalate issues to management when appropriate.
Manage client meeting scheduling and preparation, and participate 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, including gathering required documentation, coordinating with internal operations teams, setting up client portals, making welcome calls, and communicating proactively with clients.
Understand, follow, and contribute to 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 trusted relationships with custodian partners, vendors, clients’ professional contacts, and service providers.
Participate in or lead team projects and business initiatives, and engage in required training and education opportunities.
Contribute to associate mentoring and coaching by providing growth feedback, sharing input for performance evaluations, and recommending job or skillset training as needed.