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Wealth Client Relations Associate Service

Job in Brighton, Livingston County, Michigan, 48116, USA
Listing for: ep wealth advisors
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Relations Associate – Growth & Service

EP Wealth Advisors is seeking a Client Relationship Associate (CRA) to partner with our wealth advisory, financial planning, and internal support teams, driving satisfaction, retention and growth of client relationships.

Our ideal candidate will have a proven track record of delivering excellent client service, with outstanding organizational, communication and problem-solving skills to manage multiple priorities in a fast-paced environment.

This is an excellent position to take on the Wealth Client Relations Associate – Growth & Service role at ep wealth advisors.

For the Wealth Client Relations Associate – Growth & Service position at ep wealth advisors, we are reviewing applications now.

Step into the Wealth Client Relations Associate – Growth & Service role at ep wealth advisors in Brighton, MI, United States and grow with us.

Please review the full job details above before applying.

Position Requirements
10+ Years work experience
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