Senior Client Relationship Associate

About the Role

As a Senior Client Relationship Associate (CRA) at EP Wealth Advisors (EPWA), you will partner with our wealth advisory, financial planning, and internal support teams to contribute to the satisfaction, retention, and growth of client relationships. EPWA, with over $49.1 billion in AUM as of June 30, 2026, serves predominantly high net worth individuals and fosters an inclusive environment that encourages professional growth and development.

Responsibilities

• Lead and maintain existing client relationships as the primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting.
• Proactively collaborate with wealth advisors, financial planners, 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 escalating 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, client portal setup, welcome calls, and proactive communication with clients.
• 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, including providing growth feedback, sharing input for performance evaluations, and recommending job and/or skillset training as needed.

Qualifications

• Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.
• 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 the ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.
• Strong business judgment skills with a demonstrated ability to identify solutions to atypical issues while ensuring proper risk management safeguards.
• Strong organization and attention to detail, 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) is valuable.

Benefits

• 11 Paid Holidays
• 3 weeks Paid Time Off (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

Pay

$60,500 - $90,000 a year

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination based on protected characteristics. We may use AI tools to support parts of the hiring process, but these tools do not make final hiring decisions. You may opt out of the use of AI during interviews, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation, please contact [email protected].