Client Relationship Associate - Torrance, CA

EP Wealth Advisors, LLC operates as an investment advisory company. The Company offers investment management, financial and tax planning, estate and retirement solutions, and wealth advisory services. EP Wealth Advisors…

Location: Torrance, CA
Company size: 200–1,000
Posted: 4d ago
Via: Lever

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Client Relationship Associate - Torrance, CA · EP Wealth Advisors

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Job title: Client Relationship Associate - Torrance, CA
Job location: Torrance CA
Job listing URL: https://jobs.lever.co/epwealth/11cfde5c-35c7-4108-bf1a-59a95d4b4ac6
Job description: EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, 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 

The 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. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills.