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Client Relationship Associate — Wealth Services & Onboarding

Job in Providence, Cache County, Utah, 84332, USA
Listing for: EP Wealth Advisors
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 24.03 - 34.85 USD Hourly USD 24.03 34.85 HOUR
Job Description & How to Apply Below

EP Wealth Advisors is seeking a Client Service representative in Providence, UT. This full-time position involves leading client relationships and collaborating with advisors to fulfill client requests efficiently.

The ideal candidate will hold a Bachelor's degree and possess strong communication and organizational skills, plus a background in financial services or investment advisory. The compensation range is $24.03 - $34.85 hourly, along with comprehensive benefits.

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Position Requirements
10+ Years work experience
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