Client Relationship Manager

Client Relationship Manager

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in assets as of September 30, 2025. Our Skokie, IL office is hiring a Client Relationship Manager to serve as a first‑line supervisory leader, overseeing all client service and local operations in partnership with regional directors, wealth advisors, financial planners, and internal support teams.

$85,000 – $110,000 plus annual bonus.

• Direct, lead, and oversee servicing of client relationships as primary point of contact for queries related to account maintenance, cash management, distributions, and investment reporting.
• Partner with wealth advisor, financial planner, and internal departments to ensure client requests are executed within defined service level agreements.
• Supervise, mentor, train, and develop associates, including coaching, training recommendations, and performance evaluations.
• Champion technology adoption, process improvements, CRM data integrity, and act as liaison between regional office and HQ.
• Build and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers.
• Collaborate with HQ departments (Operations, Compliance, Marketing, etc.) to ensure adherence to firm policies, conduct audit duties, and provide training to staff.
• Work with Human Resources to identify, interview, hire, onboard, and train new associates.
• Research and resolve routine to complex client issues, exercising sound business judgment within risk management criteria.
• Oversee new client onboarding activities, including documentation collection, process execution, portal setup, welcome calls, and proactive communication.
• Participate in project initiatives impacting client service and operations, including process development, project management, and training.

• Bachelor's degree, preferably in Business, Finance, Economics, or related field (equivalent education and experience considered).
• 7+ years of experience in investment advisory, asset management, or financial services, with 3+ years of direct supervisory experience.
• Excellent communication skills and ability to build strong relationships with clients, prospects, and team members.
• Exceptional business judgment and focus on risk management.
• Strong organization and attention to detail, with ability to prioritize and multi-task in a fast‑paced environment.
• Proficiency with Microsoft Office (Outlook, Word, Excel); experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is highly desired.

• 11 paid holidays + 2 floating holidays.
• 3 weeks paid time off (PTO).
• Paid volunteer time.
• Flexible work schedule.
• Highly subsidized health, dental, and vision plans.
• 401(k) retirement account with company match.
• Free mental‑health services and various insurances (life, short‑ and long‑term disability).
• 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.

• Mid‑Senior level

• Full‑time

• Sales and Business Development

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.