Client Relations Intern

Company: EP Wealth Advisors
Location: San Luis Obispo
Posted on: April 3, 2026

Job Description:

Description About EP Wealth 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. Summary 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 Wealth’s policies, procedures, and compliance standards. Duties and Responsibilities 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 Assist in setting up new client accounts (custodian forms), managing data, and inputting into our CRM (focusing on accuracy and completeness), assisting with uploads. Learn and follow EP Wealth policies, procedures, and compliance standards related to client service and data handling Qualifications Currently enrolled in a BA/BS program; preference given to rising juniors and seniors Excellent written and verbal communication skills Strong client?service orientation and interpersonal skills Ability to maintain strict confidentiality and handle sensitive information appropriately High level of accuracy and strong attention to detail Ability to manage multiple responsibilities and meet competing deadlines Professional demeanor and strong sense of accountability

Keywords: EP Wealth Advisors, Hanford , Client Relations Intern, Administration, Clerical , San Luis Obispo, California