Client Relationship Associate - West Los Angeles at EP Wealth Advisors, LLC

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

24 May, 26

Salary

70000.0

Posted On

23 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Account Maintenance, Cash Management, Investment Reporting, Client Request Execution, Issue Resolution, Meeting Scheduling, Paperwork Preparation, New Client Onboarding, Policy Adherence, CRM Documentation, Custodian Partner Relations, Communication, Organization, Attention To Detail, Microsoft Office

Industry

Financial Services

Description

Job DetailsLevel: EntryJob Location: Los Angeles CA - Los Angeles, CA 90064Position Type: Full TimeEducation Level: Not SpecifiedSalary Range: $50,000.00 - $70,000.00 HourlyTravel Percentage: Up to 25%Job Shift: DayJob Category: Client ServiceEP 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. Duties and Responsibilities Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting Collaborate with 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 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 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, partnering with internal operations teams on process execution, client portal setup, welcome calls 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, client professional contacts and service providers Participate in team projects, business initiatives and engage in training and education opportunities as required Qualifications a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience. Ideal candidates will have 1+ years experience working in investment advisory, asset management or a financial services company Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization 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 What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 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 Complimentary Food and Snacks #LI-JJ1 EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Responsibilities

The associate will lead and maintain existing client relationships, serving as the primary contact for inquiries regarding account maintenance, cash management, distributions, and investment reporting. This role also involves collaborating with advisors and internal departments to execute client requests and managing client meeting logistics.