Senior Client Relationship Specialist
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-02
Listing for:
EP Wealth Advisors, Inc
Part Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
EP Wealth Advisors, Inc in Walnut Creek is seeking a Senior Client Relationship Associate to enhance client satisfaction and retention. You will be the primary contact for client inquiries, collaborating with internal teams to ensure service excellence.
The ideal candidate has 4-7+ years in investment advisory, strong communication skills, and proficiency in Microsoft Office. EPWA offers competitive pay and benefits, including flexible work schedules and paid volunteer time.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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