Client Relationship Specialist - Wealth Advisory
EP Wealth Advisors, LLC
EP Wealth Advisors, LLC is seeking a Client Relationship Associate to support client satisfaction and retention. You’ll partner with wealth advisors, planners and operations to handle inquiries, account maintenance and reporting, ensuring timely service delivery. The ideal candidate has 1–3 years in investment advisory or financial services, excellent communication, and strong organizational skills to manage multiple tasks in a fast-paced environment. #J-18808-Ljbffr EP Wealth Advisors, LLC
Vacancy posted 2 days ago
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