Client Relationship Associate
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-08-30
Listing for:
EP Wealth Advisors
Part Time
position Listed on 2026-08-30
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
EP Wealth Advisors in Los Angeles is seeking a Client Relationship Associate to support wealth advisory and planning teams. You will serve as the primary point of contact for client inquiries about accounts, onboarding, reports and distributions, delivering high-quality service.
The role emphasizes collaboration with wealth advisors and internal teams, ensuring requests are completed promptly and accurately, with a focus on client satisfaction and retention.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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