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Hybrid Client Relationship Lead — Growth & Service

EP Wealth Advisors, Westlake Village, California, United States, 91361

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A prestigious wealth management firm is seeking a Client Relationship Manager in Westlake Village, California. In this supervisory role, you'll oversee client service, collaborate with teams to ensure operational efficiency, and cultivate strong client relationships. Ideal candidates will possess a Bachelor's degree along with over 7 years of experience in financial services or investment advisory, including supervisory experience. We offer competitive compensation and a suite of holistic benefits focused on well-being and work-life balance. #J-18808-Ljbffr