EP Wealth Advisors · 8 hours ago
Client Relationship Manager
Westlake Village, CA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $120K/yr
7+ years expEP Wealth Advisors (EPWA) is a wealth management advisory firm dedicated to serving high net worth individuals. They are seeking a Client Relationship Manager to oversee client service operations, partner with various teams, and ensure efficient office operations while delivering exceptional client service.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
Direct, lead, and oversee servicing of client relationships as primary point of contact for inquires 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 (SLAs)
Accountable for supervising, mentoring, training, and development of associates to include regular coaching sessions, training recommendations, and writing and delivery of performance evaluations
Serve as local champion in technology adoption, process improvements, CRM data integrity and adoption, as well as represent central liaison between regional office and HQ to communicate key client service and operations initiatives to local support and advisory team
Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers
Work with HQ departments (Operations, Compliance, Marketing, etc.) to ensure adherence of firm policies and procedures, conduct routine audit duties, and act as local resource for training and education of staff
Partner with Human Resources and Department Head to identify and interview qualified candidates, make informed hiring decisions, assist with onboarding and training of new associates
Research and resolve routine to complex client issues related to atypical business situations and possesses excellent business judgment to determine solutions within defined risk management criteria
Oversee new client onboarding activities (directly and indirectly) including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients
Participate in small-to-large project initiatives with varying degrees of complexity that directly impact the client service and operations organization to include process development, project management, and training as required
Qualification
Required
Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education and experience will be considered)
7+ years' experience working in investment advisory, asset management or a financial services company with 3+ years direct supervisory experience
Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization
Exception business judgement and focus on risk management
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)
Preferred
Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is highly desired
Benefits
11 Paid Holidays + 2 floating holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
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
Company
EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$500MKey Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown
Leadership Team
C
Christopher Toumajian
Chief Financial Officer
Laura Knolle
Vice President
Recent News
Private Banker International
2026-01-07
Investment News
2026-01-06
2025-12-18
Company data provided by crunchbase