Teams at EP Wealth Advisors

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

Provide comprehensive wealth-advisory services to high-net-worth clients, generate new business through referrals and marketing, support advisor team development, collaborate with portfolio management and operations, maintain client records in CRM, ensure compliance, and assist senior leadership with business continuity and retention initiatives.