Client Experience Admin – Financial Services (Hybrid)

TalentLink Solutions; Santa Barbara (CA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Life Insurance

AD&D Insurance

Dental

Disability Insurance

Paid Holidays

Vacation

401(k) Match

Licensing Support

Growth Opportunities

Job summary

TalentLink Solutions, a premier financial and tax management firm in Santa Barbara, CA, seeks an Administrative Assistant to deliver exceptional client experiences and support our advisors. You will manage complex client requests, oversee workflows, ensure compliance, and drive improvements in a collaborative, team-based environment.

You’ll handle calls, calendar management, and high-level meeting prep, with in-office four days per week and one remote day (tax season excluded).

Qualifications

• Bachelor’s degree in a relevant field.
• 4+ years of financial office experience; 7+ preferred.
• Proficient with CRM systems and MS Office.

Responsibilities

• Serve as primary contact for client inquiries with timely responses.
• Prepare and process client applications, transfers, and service requests.
• Audit and maintain client records for compliance.
• Lead CRM data integrity initiatives and generate reports.

Skills

Organizational skills

Communication

Strategic thinking

Financial services knowledge

Education

Bachelor's Degree

Tools

CRM systems

Microsoft Office

Financial platforms

Job description

TalentLink Solutions, a premier financial and tax management firm in Santa Barbara, CA, seeks an Administrative Assistant to deliver exceptional client experiences and support our advisors. You will manage complex client requests, oversee workflows, ensure compliance, and drive improvements in a collaborative, team-based environment.

You’ll handle calls, calendar management, and high-level meeting prep, with in-office four days per week and one remote day (tax season excluded).