Hybrid Client Service Associate - Wealth Management

TalentLink Solutions; Santa Barbara (CA); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Life Insurance

AD&D Insurance

Dental

Disability Insurance

Paid Holidays

Paid Vacation

Sick Days

401(k) Match

Licensing Support

Professional Development

Growth Opportunities

Job summary

TalentLink Solutions in Santa Barbara, CA seeks a dedicated Client Service Administrator to lead exceptional client experiences while supporting financial advisors. You will manage complex client service requests, oversee operational workflows, ensure compliance, and drive process improvements.

You’ll also handle incoming calls and schedule appointments in a collaborative, high-touch environment. The role requires strong organization, top-tier communication, and proficiency with Microsoft

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• Strong organizational and communication skills with a client-focused mindset.
• Experience with CRM systems and financial platforms preferred.
• Knowledge of financial services, compliance practices, and regulatory requirements.

Responsibilities

• Serve as primary contact for client inquiries and provide timely, professional responses.
• Oversee preparation and processing of client applications, transfers, and service requests.
• Maintain and audit client records for compliance and operational integrity.
• Coordinate with custodians and sponsor companies to resolve service issues.
• Lead CRM data integrity initiatives and generate advanced reports.
• Support advisors with meeting preparation and complex reports.

Skills

Advanced Organizational Skills

Exceptional Communication

Technical Expertise

Industry Expertise

Strategic Thinker

Education

Bachelor's Degree

Tools

Microsoft Office Suite

CRM systems

Financial platforms

Job description

TalentLink Solutions in Santa Barbara, CA seeks a dedicated Client Service Administrator to lead exceptional client experiences while supporting financial advisors. You will manage complex client service requests, oversee operational workflows, ensure compliance, and drive process improvements.

You’ll also handle incoming calls and schedule appointments in a collaborative, high-touch environment. The role requires strong organization, top-tier communication, and proficiency with Microsoft