About this opportunity
EP Wealth Advisors lists this Hybrid Client Relations Associate - Wealth Advisory opportunity in phoenix, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
EP Wealth Advisors seeks a Client Relationship Associate to partner with wealth advisory, planning and support teams, driving client satisfaction and retention. The role emphasizes delivering outstanding service with excellent organizational and problem-solving skills in a fast-paced environment.
The CRA will manage inquiries related to accounts, onboarding, and reporting, while coordinating with internal departments to ensure requests are executed promptly and accurately.
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Worksite address
phoenix, AZ, 85003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.