About this opportunity
EP Wealth Advisors lists this Wealth Client Relations Associate opportunity in torrance, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
EP Wealth Advisors is seeking a Client Relationship Associate in Torrance, CA to partner with wealth advisory, financial planning, and internal teams. You will be the primary contact for client inquiries about account maintenance, cash management, and reporting, ensuring timely responses and high service levels.
The ideal candidate has 1–3 years in financial services, excellent communication, and strong organizational skills, with proficiency in Microsoft Office and familiarity with Tamarac
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Worksite address
torrance, CA, 90504, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.