Hybrid Client Relations Associate - Wealth Advisory
EP Wealth Advisors
EP Wealth Advisors seeks a Client Relationship Associate to partner with wealth advisory, planning and support teams, driving client satisfaction and retention. The role emphasizes delivering outstanding service with excellent organizational and problem-solving skills in a fast-paced environment. The CRA will manage inquiries related to accounts, onboarding, and reporting, while coordinating with internal departments to ensure requests are executed promptly and accurately. #J-18808-Ljbffr EP Wealth Advisors
Vacancy posted 1 day ago
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