Senior Client Relationship Advisor - Wealth Management
ep wealth advisors
EP Wealth Advisors in Walnut Creek is seeking a Senior Client Relationship Associate to partner with our wealth advisory and planning teams, delivering exceptional service to high net worth clients. You will manage client relationships, prepare account paperwork, onboarding, and coordinate with operations, investments, and financial planning to meet service level agreements. The role emphasizes communication, organization, and proactive problem solving within a collaborative, client-focused #J-18808-Ljbffr ep wealth advisors
Vacancy posted 2 days ago
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