Client Relationship Associate

$60,000 - $72,500/Yr

Ep Wealth Advisors - Los Angeles, CA

Full-time - Entry Level

Los Angeles, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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.

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.
• Collaborate with wealth advisors, financial planners, and internal departments to ensure client requests are executed within defined service level agreements.
• Research and resolve client issues leveraging internal support resources and escalate to management as appropriate.
• Manage client meeting scheduling, preparation, and participate as needed in client meetings, events, and seminars.
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing.
• Coordinate new client onboarding activities including the collection of required documentation and proactive communication with clients.
• Understand and adhere 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 and maintain trusted relationships with custodian partners, vendors, and client professional contacts.
• Participate in team projects, business initiatives, and engage in training and education opportunities as required.

Requirements

• Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field.
• 1-3 years experience working in investment advisory, asset management, or a financial services company.
• Excellent communication skills with the ability to develop and maintain strong relationships with clients, prospects, and team members across the organization.
• 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).

Nice-to-haves

• Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity, TD Ameritrade) is valuable.

Benefits

• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• 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
• Complimentary Food and Snacks