EP Wealth Advisors

Manages investments and financial plans for families

Client Relationship Associate

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timePalm Beach Gardens, FL, USA$45k - $85k /yrHybrid

About the Job

Requirements

A bachelor's degree is preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.
Ideal candidates will have 1–3 years of experience working in investment advisory, asset management, or a financial services company.
Excellent communication skills and 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 multitask effectively in a fast-paced environment.
Proficiency in Microsoft Office, including Outlook, Word, and Excel.
Experience with Tamarac Advisor View, customer relationship management (CRM) systems, eMoney, and custodian websites.

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, including operations, investments, and billing, to ensure client requests are executed within defined service level agreements.
Research and resolve client issues using internal support resources and escalate issues to management as appropriate.
Manage client meeting scheduling and 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 collecting required documentation, partnering with internal operations teams on process execution, setting up client portals, conducting welcome calls, and communicating proactively with clients.
Understand and adhere to company policies and procedures to ensure client activities are handled according to firm standards.
Track and document client interactions, activities, and meetings in CRM, ensuring notes are entered promptly and compliantly.
Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers.
Participate in team projects and business initiatives, and engage in required training and education opportunities.
Perform office administrative duties as needed.

Salary Range: 45000 to 85000 (Currency: USD) (Pay period: per-year-salary)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, 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.

Summary 

The 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. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills.

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

Office administrative duties as needed

Qualifications 

Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.

Ideal candidates will have 1-3 year's 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 in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian we

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 + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
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

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.

About the Company

EP Wealth Advisors

Manages investments and financial plans for families

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm that offers wealth management services, including investment management, retirement planning, tax planning, estate planning, and business planning. It uses a planning-first approach to build customized portfolios with mutual funds, ETFs, and other securities, charging fees directly rather than earning commissions to uphold fiduciary duties. The firm differentiates itself by providing independent, objective advice funded solely by client fees and growing nationally through PE-backed acquisitions, now with over 48 offices and more than $31 billion in assets under management. Its goal is to deliver transparent, client-centered financial guidance at scale to help individuals, families, trusts, and organizations achieve their long-term financial objectives.

Company size: 501-1,000
Company stage: Debt Financing
Total funding: $500M
Headquarters: Torrance, CA
Founded: 2004

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