Senior Client Relationship Advisor – Wealth Advisory
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-04
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-07-04
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with teams in maintaining client satisfaction and retention. This role involves managing client communications, resolving inquiries, and ensuring service levels are met.
The candidate should have a Bachelor's Degree and 4-7 years of experience in investment advisory. Benefits include a salary between $60,500 and $90,000, 11 paid holidays, and a flexible work schedule.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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