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EP Wealth Advisors · 1 week ago

Client Relationship Associate - Salt Lake City

Salt Lake City, UT

Full-time

Onsite

Entry Level

$24.04/hr - $31.25/hr

1+ years exp

EP Wealth Advisors is a wealth management advisory firm serving high net worth individuals. They are seeking a Client Relationship Associate to partner with wealth advisory and financial planning teams to enhance client satisfaction and retention.

Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity

Responsibilities

Lead and maintain existing client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting

Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements

Research and resolve client issues leveraging internal support resources and/or escalate as appropriate to management

Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars

Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing

Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients

Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards

Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner

Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers

Participate in team projects, business initiatives and engage in training and education opportunities as required

Qualification

Client relationship managementFinancial services experienceMicrosoft Office proficiencyCRM experienceMulti-tasking abilityCommunicationOrganizational skillsProblem-solving skillsAttention to detail

Required

Bachelor's Degree preferred, preferably with a concentration in Business, Finance, Economics, or related field

Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company

Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization

Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment

Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity) is valuable