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Client Concierge & Office Services Associate

Job in Boise, Ada County, Idaho, 83701, USA
Listing for: EP Wealth Advisors, LLC
Full Time position
Listed on 2026-10-18
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Clerical
Salary/Wage Range or Industry Benchmark: 29000 - 40000 USD Yearly USD 29000.00 40000.00 YEAR
Job Description & How to Apply Below

EP Wealth Advisors, LLC is seeking an Office Services Associate to be the front-line ambassador, handling reception, meeting preparation, calendar management and general office support.

You will partner with client relationship support, wealth advisory, and operations teams to meet client needs, document activities in CRM, and help sustain high levels of service, integrity and collaboration across the firm.

We are seeking a motivated Client Concierge & Office Services Associate to join EP Wealth Advisors, LLC in Boise, , United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Boise, , United States.

This opportunity is part of our work in Management & Operations.

The advertised compensation is 29.000 - 40.000.

We aim to respond to suitable candidates as soon as possible.

Position Requirements
10+ Years work experience
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