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Senior Client Relationship Specialist
Job in
Honolulu, Honolulu County, Hawaii, 96814, USA
Listed on 2026-08-22
Listing for:
Td Ameritrade Holding
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
EP Wealth Advisors in Torrance, CA is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will enhance client satisfaction, manage onboarding, and oversee account maintenance and reporting.
The ideal candidate has 4–7+ years in investment advisory or financial services, excellent communication, and strong organizational skills. Proficiency with MS Office, Tamarac Advisor View, CRM, and eMoney is valuable.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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