Senior Client Relationship Specialist - Flexible Schedule
ep wealth advisors
EP Wealth Advisors in Seattle seeks a Senior Client Relationship Associate to partner with our wealth advisory, financial planning, and internal support teams. You will play a key role in client satisfaction, retention and growth, acting as the primary contact for account maintenance, distributions, and reporting. You will collaborate across departments to execute client requests within SLAs, resolve issues, and support onboarding with documentation and portal setup. #J-18808-Ljbffr ep wealth advisors
Vacancy posted 3 days ago
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