Senior Client Relations Specialist, Wealth Advisory
ep wealth advisors
EP Wealth Advisors is seeking a Senior Client Relationship Associate in Nashville to partner with wealth advisory teams and support client satisfaction and growth. You will manage inquiries on account maintenance, reporting, and onboarding while coordinating with internal departments to fulfill client needs. The role requires 4+ years in advisory or financial services, excellent communication, and strong organizational skills, with experience in Tamarac Advisor View, CRM, eMoney, and custodian #J-18808-Ljbffr ep wealth advisors
Vacancy posted 10 hours ago
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