Senior Client Relationship Associate - Nashville, TN (On-Site)

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 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.

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 collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements
Research and resolve routine to complex client issues leveraging internal support resources and/or escalate as appropriate to management

Manage client meeting scheduling, preparation, and participate as needed in client meetings, events, and seminars, as directed by leadership
Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients
Understand, adhere, and contribute to outlined company policies and procedures to ensure client activities are handled with firm standards
Track and document client interactions, activities, and meetings in CRM, ensuring notes are input in a timely and compliant manner
Develop deep trusted relationships with custodian partners, vendors, client professional contacts, and service providers
Actively participate and/or lead in team projects, business initiatives, and engage in training and education opportunities as required
Contribute to the mentoring and coaching of associates to include providing growth feedback, sharing input for performance evaluations, and recommend job and/or skillset training as needed