Client Relationship Manager

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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. Our office in Skokie, IL is hiring for a Client Relationship Manager. The Client Relationship Manager is an integral member of the branch office leadership team overseeing all client service and local oversight duties by partnering with the regional director, wealth advisory, financial planning, and internal support teams to ensure office operations run efficiently and in accordance with company policies. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. This is a first-line supervisory role with dedicated management functions of the local client support staff. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. This is a hybrid role in our Skokie, Il office.Salary Range: $85,000 - $110,000 plus annual bonus Job DescriptionDirect, lead, and oversee servicing of client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reportingPartner with wealth advisor, financial planner, and internal departments to ensure client requests are executed within defined service level agreements (SLAs)Accountable for supervising, mentoring, training, and development of associates to include regular coaching sessions, training recommendations, and writing and delivery of performance evaluationsServe as local champion in technology adoption, process improvements, CRM data integrity and adoption, as well as represent central liaison between regional office and HQ to communicate key client service and operations initiatives to local support and advisory teamDevelop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers Work with HQ departments (Operations, Compliance, Marketing, etc.) to ensure adherence of firm policies and procedures, conduct routine audit duties, and act as local resource for training and education of staffPartner with Human Resources and Department Head to identify and interview qualified candidates, make informed hiring decisions, assist with onboarding and training of new associatesResearch and resolve routine to complex client issues related to atypical business situations and possesses excellent business judgment to determine solutions within defined risk management criteriaOversee new client onboarding activities (directly and indirectly) including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clientsParticipate in small-to-large project initiatives with varying degrees of complexity that directly impact the client service and operations organization to include process development, project management, and training as required Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education and experience will be considered)Ideal candidates will have 7+ years' experience working in investment advisory, asset management or a financial services company with 3+ years direct supervisory experienceExcellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organizationException business judgement and focus on risk managementStrong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is highly desired. What We OfferWe offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 floating holidays3 Weeks (PTO)Paid Volunteer TimeFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance Program LI-HybridLI-JJ1EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.