Client Relationship Executive
EP Wealth Advisors
EP Wealth Advisors is seeking a Client Relationship Associate to partner with our wealth advisory, financial planning and internal support teams. You will be the primary contact for client inquiries related to account maintenance, cash management, distributions and reporting. Ideal candidates have 1–3 years in investment advisory or financial services, with excellent communication and strong organizational skills. #J-18808-Ljbffr
Vacancy posted 3 days ago
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