Client Relationship Associate - Providence, UT; onsite

Job Details
Level: Entry

Job Location:

Providence UT - Providence, UT 84332
Position Type:
Full Time
Education Level: Not Specified
Salary Range: $24.03 - $34.85 hourly

Travel Percentage :
None

Job Shift: Day
Job Category:
Client Service

• Lead and maintain existing client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting
• Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements
• Research and resolve client issues leveraging internal support resources and/or escalating as appropriate to management
• Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
• Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients
• Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards
• Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner
• Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers
• Participate in team projects, business initiatives and engage in training and education opportunities as required

• Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field
• Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company
• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization
• Strong organization and attention to detail are essential with the ability to prioritize and multi‑task effectively in a fast‑paced environment
• Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable

pay range is $24.03 - $34.85 hourly

• 11 Paid Holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.