Client Relationship Associate - Salt Lake City
EP Wealth Advisors, Salt Lake City, Utah, United States, 84193
Client Relationship Associate
EP Wealth Advisors (EPWA)
is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominantly high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow, and enhance their skills to take on new challenges and progress in their professional careers.
Position Summary
Our office in Salt Lake City, UT is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams to contribute to the satisfaction, retention, and growth of client relationships. The role is fully in‑office. Salary Range: $24.04 - $31.25 per hour plus an annual bonus.
Duties and Responsibilities
Lead and maintain existing client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting.
Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements.
Research and resolve client issues leveraging internal support resources and/or escalating as appropriate to management.
Manage client meeting scheduling, preparation and participate as needed in client meetings, events, and seminars.
Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing.
Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients.
Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards.
Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner.
Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers.
Participate in team projects, business initiatives and engage in training and education opportunities as required.
Qualifications
Bachelor's Degree preferred, preferably with a concentration in Business, Finance, Economics, or related field.
Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company.
Excellent communication skills with the ability to develop and maintain strong relationships with clients, prospects and team members across the organization.
Strong organization and attention to detail are essential with the ability to prioritize and multi‑task effectively in a fast‑paced environment.
Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity) is valuable.
What We Offer
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Highly subsidized Health, Dental, and Vision Plans
401(k) Retirement Account with company match contributions
Free Mental Health services
Life Insurance
Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
Equal Opportunity Employment EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
#J-18808-Ljbffr
is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominantly high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for associates to learn, grow, and enhance their skills to take on new challenges and progress in their professional careers.
Position Summary
Our office in Salt Lake City, UT is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams to contribute to the satisfaction, retention, and growth of client relationships. The role is fully in‑office. Salary Range: $24.04 - $31.25 per hour plus an annual bonus.
Duties and Responsibilities
Lead and maintain existing client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting.
Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements.
Research and resolve client issues leveraging internal support resources and/or escalating as appropriate to management.
Manage client meeting scheduling, preparation and participate as needed in client meetings, events, and seminars.
Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing.
Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients.
Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards.
Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner.
Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers.
Participate in team projects, business initiatives and engage in training and education opportunities as required.
Qualifications
Bachelor's Degree preferred, preferably with a concentration in Business, Finance, Economics, or related field.
Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company.
Excellent communication skills with the ability to develop and maintain strong relationships with clients, prospects and team members across the organization.
Strong organization and attention to detail are essential with the ability to prioritize and multi‑task effectively in a fast‑paced environment.
Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity) is valuable.
What We Offer
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Highly subsidized Health, Dental, and Vision Plans
401(k) Retirement Account with company match contributions
Free Mental Health services
Life Insurance
Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
Equal Opportunity Employment EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
#J-18808-Ljbffr