Senior Client Experience & Operations Lead

TalentLink Solutions; Tustin (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

TalentLink Solutions in California seeks a Senior Client Service Associate to oversee client service operations, strengthen processes, and lead the client service team. The role focuses on supporting the advisory team by shielding them from routine service tasks while ensuring exceptional client experiences.

The candidate will manage workflows, client communications, data input for financial planning, and coordination with vendors, brokers, and the advisory team, leveraging technology to boost

Qualifications

• Bachelor’s degree highly preferred, or equivalent work experience.
• 3-5 years of progressive client service and operations experience in financial services.
• Proven leadership skills; successful at training, delegating, and holding others accountable in a positive and motivating manner.
• Knowledge of industry-specific software required; familiarity with Redtail, eMoney, Envestnet, Albridge, and Osaic Broker Dealer Systems preferred.
• Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly.
• Investment advisory compliance exposure, direct federal and/or state regulatory experience preferred.
• Self-motivated and capable of working independently while thriving in a collaborative team environment.
• Outstanding communication skills, both verbal and written.

Responsibilities

• Manage day-to-day operations and client service of the firm.
• Ensure an exceptional and consistent experience for both clients and team members.
• Oversee client service tasks and prioritize workload based on capacity.
• Facilitate communication between clients, advisors, and the service team.
• Oversee client communication, meeting prep, post-meeting actions, and data input for planning and portfolios.
• Track paperwork, account openings/updates, and liaise with vendors and broker/dealer as needed.
• Supervise and support client service team members.
• Serve as the primary client contact, addressing service requests and resolving issues.
• Coordinate between advisory team, clients, vendors, and third-party providers.
• Implement process improvements and optimize technology stack.
• Document repeatable processes for onboarding and new account opening.

Skills

Leadership

Communication

Team management

Detail-oriented

Self-motivated

Collaborative

Time management

Problem solving

Education

Bachelor's degree preferred

Tools

Redtail

eMoney

Envestnet

Albridge

Osaic Broker Dealer Systems

Microsoft Office

Job description

TalentLink Solutions in California seeks a Senior Client Service Associate to oversee client service operations, strengthen processes, and lead the client service team. The role focuses on supporting the advisory team by shielding them from routine service tasks while ensuring exceptional client experiences.

The candidate will manage workflows, client communications, data input for financial planning, and coordination with vendors, brokers, and the advisory team, leveraging technology to boost