Client Relationship Associate

Job description

Job DetailsLevel: EntryJob Location: Media PA - Media, PA 19603Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $50,000.00 - $72,500.00 HourlyJob Shift: DayJob Category: Client ServiceEP 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. Our team is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community. Duties and Responsibilities: Lead and maintai...