Senior Client Relationship Associate - Skokie, IL (Hybrid)

Job DetailsLevel: ExperiencedJob Location: Skokie IL - Skokie, IL 60077Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $60,500.00 - $90,000.00 SalaryJob 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.

As a Senior Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships. 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





Proactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements


Research and resolve routine to complex 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, as directed by leadership


Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing


Oversee 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, adhere, and contribute 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 deep trusted relationships with custodian partners, vendors, client professional contacts, and service providers


Actively participate and/or lead in team projects, business initiatives, and engage in training and education opportunities as required


Contribute to the mentoring and coaching of associates to include providing growth feedback, sharing input for performance evaluations, and recommend job and/or skillset training as needed


Qualifications

Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field


Ideal candidates will have 4+ years of experience working in investment advisory, asset management or a financial services company; previous supervisory or coaching experience is beneficial


Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization


Strong business judgement skills with demonstrated ability to identify solutions to atypical issues while ensuring proper risk management safeguards


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 valuable



 

Compensation: Our base pay range is $60,500,00 - $90,000.00 per year#LI-Hybrid

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



 

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, se