Private Client Advisor
EP Wealth Advisors
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-Ljbffr
Vacancy posted 8 hours ago
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Walnut Creek, CA3 days ago
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