Client Relations Intern

Job description

Job DetailsJob Location: Salt Lake City UT - Salt Lake City, UT 84121Position Type: InternshipSalary Range: $25.00 - $25.00 HourlyJob Category: InternshipAbout EP Wealth EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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: As a CRA Intern, you will learn the fundamentals of client service within a wealth management environment by supporting Client Relationship Associates and collaborating with internal teams. This role provides hands-on exposure to client meeting preparation, account documentation, and firm operations, while building a strong foundation in EP Wealth’s policies, procedures, and compliance standards. Duties and Responsibilities: Act as a primary point of contact, responding to client inquiries via phone and email, such as scheduling client meetings and assistance with follow-up items Assist in setting up new client accounts (custodian forms), managing data, and i...