Teams at EP Wealth Advisors

Serve as primary client contact for account maintenance, cash management, onboarding, and reporting. Collaborate with advisors and internal teams to resolve issues, prepare account paperwork, manage meeting logistics, maintain CRM records, and mentor junior associates to support client satisfaction and retention.

Lead creation and delivery of customized financial plans for high-net-worth clients, oversee planning processes, mentor junior staff, streamline team workflows, support M&A integration, and drive service and software improvements to enhance client relationships and firm offerings.

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, support business development, coordinate meeting preparation with portfolio management, operations, and financial planning, document interactions in CRM, ensure compliance with regulatory requirements and company policies, and perform tasks to support client retention and firm growth.