Client Relationship Specialist, Wealth Advisory
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
EP Wealth Advisors in Irvine, CA seeks a Client Relationship Associate to partner with wealth advisory, financial planning and internal support teams. You’ll be the primary contact for account maintenance, reporting and client inquiries, delivering excellent service and building trusted relationships.
A bachelor’s degree is preferred and 1–3 years in investment advisory or financial services is ideal. You will coordinate onboarding, prepare paperwork, schedule meetings and log activities in the
The Client Relationship Specialist, Wealth Advisory position in the Human Resources, Sales field is open for applications.
We would love to welcome a new Client Relationship Specialist, Wealth Advisory to our organisation in Irvine, CA, United States.
For the Client Relationship Specialist, Wealth Advisory position at EP Wealth Advisors, LLC, we are reviewing applications now.
Step into the Client Relationship Specialist, Wealth Advisory role at EP Wealth Advisors, LLC in Irvine, CA, United States and grow with us.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction