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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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