SECTION I · THE BRIEF

Brief #19723Updated 28 AUG 2026LOS ANGELES, CALeverFINANCIAL TECHNOLOGY COMPANIES

Employbl Company Profile

Client Relationship Associate - West Los Angeles, CA [EG]

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: Los Angeles, CA
Company size: 200–1,000
Posted: 1w ago
Via: Lever

Section II · Full ProfileFree with an account

01Comp band & equity packageLocked
02Seniority & experience requirementsLocked
03Interview process & rubricLocked
04Hiring manager & team contextLocked
05Growth trajectory in this roleLocked
06Offer & decision timelineLocked

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Client Relationship Associate - West Los Angeles, CA [EG] · EP Wealth Advisors

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Job title: Client Relationship Associate - West Los Angeles, CA [EG]
Job location: Los Angeles CA
Job listing URL: https://jobs.lever.co/epwealth/bde84179-a7e8-47a1-a796-e8eed51d173a
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.