Senior Client Relationship Advisor (Wealth)
ep wealth advisors
EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisors and internal teams, serving as the primary contact for client inquiries related to accounts and reporting. You will manage onboarding, scheduling, and documentation while maintaining compliance and strong client communication. Collaboration with Operations, Investments, and Financial Planning is essential, with a focus on growing relationships and delivering exceptional service. #J-18808-Ljbffr ep wealth advisors
Vacancy posted 1 day ago
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