Client Relationship Associate - Redwood Shores, CA

Job DetailsLevel: ExperiencedJob Location: Redwood City CA - Redwood City, CA 94065Position Type: Full TimeSalary Range: $24.03 - $34.85 HourlyTravel Percentage: NoneJob Shift: DayJob Category: Client ServiceEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 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.

Summary  

The 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. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. 

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 





Office administrative duties as needed 


Qualifications

Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience. 





Ideal candidates will have 1-3 year's 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 in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable