Data Operations Associate

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 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

The Data Operations Associate will partner with our wealth advisory, financial planning, finance and internal support teams contributing to the satisfaction, retention and growth of client relationships.  Our ideal candidate will have a demonstrated track record of data maintenance, with exceptional organizational, communication and problem-solving skills. Successful candidates will be highly dependable, trustworthy, and have strong organizational and technical skills. Attention to detail and accuracy, data audits, and strong project management abilities are also critical to meeting and exceeding expectations in this role. 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.

Salary Range: $27.64hr - $34.86hr plus annual bonus 

Duties and Responsibilities: 

• Responsible for providing exceptional support with respect to internal database systems with a key focus on performing baseline data entry coding of client accounts as data is aggregated and reconciled
• Maintain data integrity and check for discrepancies between custodian data and internal databases
• Perform various database maintenance work related to grouping of client accounts and householding
• Perform various database audits on a timely basis, focusing on resolution of data discrepancies
• Assist with process and data management, drive consistency and compliance in workforce data processes and reporting in CRM
• Understand policies and procedures of billing, portfolio management and advisory teams to properly establish baseline coding on a variety of account types and trading strategies
• Ensure data is properly flowing between internal systems and established data connections are functioning as intended
• Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner
• Assist the 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 routine client issues leveraging internal support resources and escalate to management as appropriate
• Understand and adhere to outlined company policies and procedures to ensure work is completed within firm standards
• Develop and maintain trusted relationships with internal associates and departments; custodian partners, and service providers 
• Participate in team projects, business initiatives and participate in training and education opportunities as required

• Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education/experience will be considered)
• Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company
• Intermediate proficiency and experience with Excel and analysis
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
• Excellent communication skills with ability to develop and maintain strong relationships with team members across the organization
• Highly motivated self-starter with th