Senior Wealth Client Relationship Lead — Flexible Schedule
ep wealth advisors
EP Wealth Advisors is seeking a Senior Client Relationship Associate in California to partner with wealth advisory and planning teams, driving client satisfaction, retention, and growth. You will serve as the primary contact for account maintenance, cash management, distributions, and reporting, coordinating with internal departments to ensure timely execution of client requests. The right candidate has 4+ years in investment advisory or financial services, excellent communication, and strong #J-18808-Ljbffr ep wealth advisors
Vacancy posted 2 days ago
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