About this role
Senior Client Relationship Associate - Media, PA (On-Site) at EP Wealth Advisors. Location: Media, Pennsylvania, United States. Role: leading relationships, resolving issues, scheduling meetings Requirements: Bachelor's degree required; 4+ years in investment advisory/asset management/financial services; strong communication, judgment, organization; proficiency with Microsoft Office, Tamarac Advisor View, eMoney, CRM, and custodian websites. Category: Customer Service Seniority: Mid Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity Commitment: Full Time Workplace: Onsite Languages: English