EP Wealth Advisors is seeking a Client Relationship Associate in Torrance, CA to partner with wealth advisory, financial planning, and internal teams. You will be the primary contact for client inquiries about account maintenance, cash management, and reporting, ensuring timely responses and high service levels.
The ideal candidate has 1–3 years in financial services, excellent communication, and strong organizational skills, with proficiency in Microsoft Office and familiarity with Tamarac
#J-18808-LjbffrWealth Client Relations Associate in torrance at Unknown Company
This position is listed as full time and onsite.