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EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Our Headquarter office located in Torrance, CA is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Salary Range: $60,000 to $72,500 plus annual bonus
Duties and Responsibilities
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
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.
#LI-Hybrid
Full Time
$55k-71k (estimate)
10/10/2023
05/23/2024
The job skills required for Client Relationship Associate include Client Service, Initiative, Microsoft Office, Problem Solving, Communication Skills, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Associate positions, which can be used as a reference in future career path planning. As a Client Relationship Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Associate. You can explore the career advancement for a Client Relationship Associate below and select your interested title to get hiring information.