About this opportunity
EP Wealth Advisors lists this Client Relationship Lead – Hybrid Wealth Advisory opportunity in torrance, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading wealth management firm in California is seeking a Client Relationship Manager to oversee client service operations. This role involves supervising staff, ensuring adherence to policies, and maintaining strong client relationships. Ideal candidates will have 7+ years in financial services, including 3+ years in a supervisory capacity, with excellent communication and problem-solving skills. Competitive salary range of $90,000 - $120,000 plus bonuses. This is a hybrid position allowing work from various locations.
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Worksite address
torrance, CA, 90504, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.