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Senior Client Relationship Lead - Wealth Advisory & Onboarding
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-13
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
EP Wealth Advisors, based in Seattle, is looking for a Senior Client Relationship Associate to lead client interactions and support financial advisory teams. Candidates should have 4-7 years' experience in financial services with strong communication and organizational skills.
This role involves managing inquiries and ensuring client satisfaction while adhering to company policies. We offer a competitive salary and substantial benefits including healthcare, retirement plans, and professional development opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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