Client Relationship Associate - Irvine

Job DetailsLevel: EntryJob Location: Irvine CA - Irvine, CA 92612Position Type: Full TimeEducation Level: Not SpecifiedSalary Range: $24.03 - $34.85 HourlyJob Shift: DayJob Category: Client ServiceEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, 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.

 

Our office located in Irvine, CA is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Duties and Responsibilities



Lead and maintain existing client relationships as primary point of contact for inquires 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 escalate 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, with a concentration in Business, Finance, Economics, or equivalent related experience.


Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company


Excellent communication skills with 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, Fidelity, TD Ameritrade) is valuable



Compensation: Our base pay range is $24.03 - $34.85 (hourly)

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


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 Reimbursement


Employee Charitable Donations


Employee Referral Incentives


Employee Team Building Activities


Employee Assistance Program


Complimentary Food and Snacks



Equal Opportunity Employer

EP Wealth Advisors (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