Client Relations Intern

p style="margin-bottom:13px"span style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:11pt"span style="line-height:115%"bAbout EP Wealth/b/span/span/span/p p style="margin-bottom:13px"span style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:11pt"span style="line-height:115%"EP Wealth Advisors (EPWA) is a wealth management advisory firm with overnbsp;$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./span/span/span/p p style="margin-bottom:13px"nbsp;/p h2 style="margin-top:13px"strongspan style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:13pt"span style="line-height:115%"Summary/span/span/span/strong/h2 h2 style="margin-top:13px"span style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:13pt"span style="line-height:115%"span style="font-size:11.0pt"span style="line-height:115%"span style="font-weight:normal"As a CRA Intern, you will learn the fundamentals of client service within a wealth management environment by supporting Client Relationship Associates and collaborating with internal teams. This role provides hands-on exposure to client meeting preparation, account documentation, and firm operations, while building a strong foundation in EP Wealthrsquo;s policies, procedures, and compliance standards./span/span/span/span/span/span/h2 h2 style="margin-top:13px"strongspan style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:13pt"span style="line-height:115%"Duties and Responsibilities/span/span/span/strong/h2 ul li class="x" style="margin-left:8px"span style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:12pt"span style="font-size:11.0pt"Act as a primary point of contact, responding to client inquiries via phone and email, such as scheduling client meetings and assistance with follow-up items/span/span/span/li li class="x" style="margin-left:8px"span style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:12pt"span style="font-size:11.0pt"Assist in setting up new client accounts (custodian forms), managing data, and inputting into our CRM (focusing on accuracy and completeness), assisting with uploads./span/span/span/li li class="x" style="margin-left:8px"span style="font-family:Arial,Helvetica,sans-serif;"span style="font-size:12pt"span style="font-size:11.0pt"Learn and follow EP Wealth policies, procedures, and compliance standards related to client service and data handling/span/span/span/li /ul