Top 2 Senior customer service representative Jobs in Newark De

Senior Client Relationship Associate - Media, PA (On-Site)
EP Wealth Advisors, LLC —Media, PA
- $60,500 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
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10d

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Senior Client Relationship Associate - Media, PA (On-Site)

EP Wealth Advisors, LLC
Media, PA

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Job Details

Full-time
$60,500 - $90,000 a year
10 days ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

Customer communication
Employee relationship building
Bachelor's degree

Full Job Description

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

Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field
Ideal candidates will have 4+ years of experience working in investment advisory, asset management or a financial services company; previous supervisory or coaching experience is beneficial
Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization
Strong business judgement skills with demonstrated ability to identify solutions to atypical issues while ensuring proper risk management safeguards
Strong 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 valuable

Compensation: Our base pay range is $60,500,00 - $90000.00 per year

What We Offer

We 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
3 weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

EPWA 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.

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Senior Client Relationship Associate - Media, PA (On-Site)

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