Financial Advisor Operations & Client Services Associate

TalentLink Solutions; Fairfield (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

TalentLink Solutions, a fee-only RIA based in Fairfield, CA, is seeking a Financial Advisor Assistant to support the operations team and essential administrative tasks. You will help with client service, account paperwork, and CRM updates, contributing to a confident and confidential client experience.

You will work closely with advisors and use Wealthbox, Schwab, Black Diamond, and eMoney while maintaining strong organization and attention to detail in a collaborative, growth-minded office

Qualifications

• 1+ years’ experience in financial services or related area.
• Familiarity with Wealthbox, Black Diamond, eMoney, and Schwab preferred.
• Advanced Microsoft Office skills.
• Strong communication and organizational abilities.

Responsibilities

• Spend approximately 80% of your time with the operations team and 20% on essential administrative tasks.
• Communicate, process, and follow up with clients on service items and applications.
• Coordinate with advisors and clients to complete new account paperwork, transfers, and contributions.
• Interface with custodians to complete new account applications and maintenance items.
• Assume cashiering function with Schwab for accurate transaction processing.
• Update and maintain client status in Wealthbox and internal systems.
• Follow and manage task lists, prioritizing time-sensitive requests.
• Manage documentation in secure portals and generate advisor reports.
• Schedule client meetings and coordinate calendar activity.
• Scan and distribute materials to clients and staff via email or mail.
• Answer calls, greet clients, manage office supplies, and maintain a welcoming environment.
• Collaborate in a team environment to deliver a seamless client experience.

Skills

Customer service

Organizational skills

Communication

Attention to detail

Tools

Wealthbox

Schwab

Black Diamond

eMoney

Microsoft Office

Job description

TalentLink Solutions, a fee-only RIA based in Fairfield, CA, is seeking a Financial Advisor Assistant to support the operations team and essential administrative tasks. You will help with client service, account paperwork, and CRM updates, contributing to a confident and confidential client experience.

You will work closely with advisors and use Wealthbox, Schwab, Black Diamond, and eMoney while maintaining strong organization and attention to detail in a collaborative, growth-minded office