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Client Relationship Specialist - Wealth Advisory
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-25
Listing for:
EP Wealth Advisors, LLC
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors, LLC is seeking a Client Relationship Associate to support client satisfaction and retention. You’ll partner with wealth advisors, planners and operations to handle inquiries, account maintenance and reporting, ensuring timely service delivery.
The ideal candidate has 1–3 years in investment advisory or financial services, excellent communication, and strong organizational skills to manage multiple tasks in a fast-paced environment.
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