<p>Job Details</p> <p>Job Location: Denver CO - Denver, CO</p> <p>Salary Range: $50000.00 - $65000.00 Salary</p> <p>Job Category: Operations</p> <p>Description</p> <p>EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 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.</p> <p>Our office in Denver, CO is hiring for a Operations Associate. The Operations Associate will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. Successful candidates will be highly dependable, trustworthy, and have exceptional organizational and proofreading skills. 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.</p> <p>Salary Range: $50,000 - $65,000 plus annual bonus</p> <p>Duties and Responsibilities</p> <ul> <li>Onboard and service client accounts: process client account paperwork including internal and custodian agreements, client maintenance items, investment reconciliation, proxy voting, data integrity </li><li>Support regional offices with processing of client cashiering requests including transfer of investment assets, wires, journals, ACH, etc. </li><li>Research and resolve client issues leveraging internal support resources and escalate to management as appropriate </li><li>Assist the wealth advisor, financial planner, and internal departments (investments, billing, finance, etc.) to ensure client requests are executed within defined service level agreements </li><li>Understand and adhere to outlined company policies and procedures to ensure work is completed within firm compliance standards </li><li>Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner </li><li>Develop and maintain trusted relationships with internal associates and departments, custodian partners, and service providers </li><li>Participate in team projects, business initiatives and participate in training and education opportunities as required </li></ul> <p>Qualifications</p> <ul> <li>Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education/experience will be considered) </li><li>Ideal candidates will have 1-3+ years operations experience working in investment advisory, asset management or a financial services company </li><li>Excellent communication skills with ability to develop and maintain strong relationships with team members across the organization </li><li>Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment </li><li>Highly motivated self-starter with the ability to work collaboratively and independently </li><li>Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac, CRM, and custodian websites (Schwab, Fidelity) is highly desired </li></ul> <p>What We Offer</p> <p>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.</p> <ul> <li>11 Paid Holidays + 2 floating holidays </li><li>3 Weeks (PTO) </li><li>Paid Volunteer Time </li><li>Flexible Work Schedule </li><li>Highly subsidized Health, Dental, and Vision Plans </li><li>401k Retirement Account with company match contributions </li><li>Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance </li><li>Flexible Spending Accounts and Health Savings Accounts </li><li>Employee Financial Education </li><li>Employee Educational Expense Reimbursement </li><li>Employee Charitable Donations </li><li>Employee Referral Incentives </li><li>Employee Team Building Activities </li><li>Employee Assistance Program </li></ul> <p>#LI-Hybrid</p> <p>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.</p>