About this role
Senior Client Relationship Associate - Walnut Creek, CA (onsite) at EP Wealth Advisors. Location: Walnut Creek, California, United States. Role: leading relationships, resolving issues, onboarding clients Requirements: Bachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney. 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