Client Relationship Manager
EP Wealth Advisors, Westlake Village, California, United States, 91361
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
We are hiring for a Client Relationship Manager. The Client Relationship Manager is an integral member of the branch office leadership team overseeing all client service and local oversight duties by partnering with the regional director, wealth advisory, financial planning, and internal support teams to ensure office operations run efficiently and in accordance with company policies. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem‑solving skills. This is a first‑line supervisory role with dedicated management functions of the local client support staff. You will join a team of dynamic, collaborative, and client‑focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Hybrid Role Locations Torrance, West Los Angeles, Valencia, Westlake Village
Salary Range $90,000 - $120,000 plus annual bonus
Job Description
Direct, lead, and oversee servicing of client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting
Partner with wealth advisor, financial planner, and internal departments to ensure client requests are executed within defined service level agreements (SLAs)
Accountable for supervising, mentoring, training, and development of associates to include regular coaching sessions, training recommendations, and writing and delivery of performance evaluations
Serve as local champion in technology adoption, process improvements, CRM data integrity and adoption, as well as represent central liaison between regional office and HQ to communicate key client service and operations initiatives to local support and advisory team
Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers
Work with HQ departments (Operations, Compliance, Marketing, etc.) to ensure adherence of firm policies and procedures, conduct routine audit duties, and act as local resource for training and education of staff
Partner with Human Resources and Department Head to identify and interview qualified candidates, make informed hiring decisions, assist with onboarding and training of new associates
Research and resolve routine to complex client issues related to atypical business situations and possesses excellent business judgment to determine solutions within defined risk management criteria
Oversee new client onboarding activities (directly and indirectly) including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients
Participate in small-to-large project initiatives with varying degrees of complexity that directly impact the client service and operations organization to include process development, project management, and training as required
Qualifications
Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education and experience will be considered)
Ideal candidates will have 7+ years’ experience working in investment advisory, asset management or a financial services company with 3+ years direct supervisory experience
Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization
Exception business judgement and focus on risk management
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, Fidelity) is highly desired.
What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well‑being.
11 Paid Holidays + 2 floating holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k 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 ReimbursementEmployee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
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.
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We are hiring for a Client Relationship Manager. The Client Relationship Manager is an integral member of the branch office leadership team overseeing all client service and local oversight duties by partnering with the regional director, wealth advisory, financial planning, and internal support teams to ensure office operations run efficiently and in accordance with company policies. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem‑solving skills. This is a first‑line supervisory role with dedicated management functions of the local client support staff. You will join a team of dynamic, collaborative, and client‑focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Hybrid Role Locations Torrance, West Los Angeles, Valencia, Westlake Village
Salary Range $90,000 - $120,000 plus annual bonus
Job Description
Direct, lead, and oversee servicing of client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting
Partner with wealth advisor, financial planner, and internal departments to ensure client requests are executed within defined service level agreements (SLAs)
Accountable for supervising, mentoring, training, and development of associates to include regular coaching sessions, training recommendations, and writing and delivery of performance evaluations
Serve as local champion in technology adoption, process improvements, CRM data integrity and adoption, as well as represent central liaison between regional office and HQ to communicate key client service and operations initiatives to local support and advisory team
Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers
Work with HQ departments (Operations, Compliance, Marketing, etc.) to ensure adherence of firm policies and procedures, conduct routine audit duties, and act as local resource for training and education of staff
Partner with Human Resources and Department Head to identify and interview qualified candidates, make informed hiring decisions, assist with onboarding and training of new associates
Research and resolve routine to complex client issues related to atypical business situations and possesses excellent business judgment to determine solutions within defined risk management criteria
Oversee new client onboarding activities (directly and indirectly) including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients
Participate in small-to-large project initiatives with varying degrees of complexity that directly impact the client service and operations organization to include process development, project management, and training as required
Qualifications
Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education and experience will be considered)
Ideal candidates will have 7+ years’ experience working in investment advisory, asset management or a financial services company with 3+ years direct supervisory experience
Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization
Exception business judgement and focus on risk management
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, Fidelity) is highly desired.
What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well‑being.
11 Paid Holidays + 2 floating holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k 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 ReimbursementEmployee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program
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.
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