Senior Client Relationship Associate

Job description

Job DetailsLevel: ExperiencedJob Location: Exton PA - Exton, PA 19341Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $60,500.00 - $87,500.00 SalaryJob 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. As a Senior Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships. 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 maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting Proactively collabora...