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Job Posting: Client Service Associate

Full posting details at: https://fpasandiego.org/classifieds.php?record_number=36   

EP Wealth Advisors, LLC

Job Posting
Sep. 29, 2018

EP Wealth Advisors, a wealth management firm is seeking a full-time Client Service Associate for our San Diego location. This is an instrumental role, helping to conduct the smooth operation of a fast-paced wealth management office. 

Summary

The Client Service Associate position has responsibility for administering general office operations, such as opening new accounts, account maintenance, client billing, general client service management and compliance.  One of the key aspects of this position is to help lead the client experience. This position will work directly with the clients to help service their requests and assist the advisors in scheduling appointments. This role provides operational and administrative support to five advisors, and back up support in clerical duties such as answering the phone, operating office equipment, and supporting firm operations. The client service team works in conjunction with the back office operations team to open new accounts and address account maintenance.

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