Wealth Client Relations Specialist
Listed on 2026-10-09
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
EP Wealth Advisors, LLC is seeking a Client Relationship Associate in the Los Angeles area to support client relationships and service delivery across wealth advisory, planning and operations. The CRA acts as a primary contact for account maintenance, cash management and reporting inquiries.
Ideal candidates bring 1-3 years in investment advisory or financial services, strong communication, organization and multitasking, and familiarity with Tamarac Advisor View, CRM and custodians like Schwab
We are currently recruiting a Wealth Client Relations Specialist for our team in Los Angeles, CA, United States.
This is a great position to take on the Wealth Client Relations Specialist role at EP Wealth Advisors, LLC.
As a Wealth Client Relations Specialist, you will play an important part at EP Wealth Advisors, LLC in Los Angeles, CA, United States.
(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).