Senior Client Relationship Associate - Walnut Creek, CA (onsite)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.SummaryThe Senior Client Relationship Associate will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.Duties and ResponsibilitiesLead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reportingProactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreementsResearch and resolve routine to complex client issues leveraging internal support resources and/or escalate as appropriate to managementManage client meeting scheduling, preparation, and participate as needed in client meetings, events, and seminars, as directed by leadershipPrepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processingOversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clientsUnderstand, adhere, and contribute to outlined company policies and procedures to ensure client activities are handled with firm standardsTrack and document client interactions, activities, and meetings in CRM, ensuring notes are input in a timely and compliant mannerDevelop deep trusted relationships with custodian partners, vendors, client professional contacts, and service providersActively participate and/or lead in team projects, business initiatives, and engage in training and education opportunities as requiredContribute to the mentoring and coaching of associates to include providing growth feedback, sharing input for performance evaluations, and recommend job and/or skillset training as neededBachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related fieldIdeal candidates will have 4 -7+ years' experience working in investment advisory, asset management or a financial services company; previous supervisory or coaching experience is beneficialExcellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organizationStrong business judgement skills with demonstrated ability to identify solutions to atypical issues while ensuring proper risk management safeguardsStrong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environmentProficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity is valuable.Compensation: Our base pay range is $60,500 - $90,000.00 (per year)What We OfferWe offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.11 Paid Holidays3 weeks (PTO)Paid Volunteer TimeFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance ProgramEPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. #J-18808-Ljbffr EP Wealth Advisors, Inc