Senior Client Service & Operations Lead — Wealth Management

TalentLink Solutions; Tustin (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

TalentLink Solutions seeks a Senior Client Service Associate to shape firm-wide operational strategy, strengthen processes that support growth, oversee the client service team, and ensure an exceptional client experience in Tustin, CA.

You will optimize the technology stack, manage workflow, and coordinate with advisors, vendors, and clients to shield the advisory team from routine service work while driving efficiency and reliability.

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.
• Demonstrated excellence in optimizing operational processes and delivering client service.
• Knowledge of investment advisory compliance preferred.
• Tech-savvy and highly proficient in Microsoft Office; quick to learn new software.
• Strong written and verbal communication; highly organized.

Responsibilities

• Manage and oversee the day-to-day operations and client service of the firm
• Ensure an exceptional and consistent experience for both clients and team members
• Manage daily tasks in order of priority and allocate based on capacity of each team member
• Facilitate communication, accountability, and efficiency between clients, advisors, and the service team
• Oversee client communication, meeting prep, post-meeting action items, data input, trading/rebalancing, and paperwork
• Track and oversee all activity relating to paperwork, account openings and maintenance
• Supervise and support client service team members
• Serve as key point of contact for clients, handling requests and escalated issues
• Implement process improvements and workflow enhancements within the technology stack
• Develop, streamline, and document repeatable processes for onboarding and account opening

Skills

Leadership

Process optimization

Client service excellence

Tech-savvy

Microsoft Office suite

Quick learner

Team collaboration

Regulatory awareness

Education

Bachelor's degree

Tools

Redtail

eMoney

Envestnet

Albridge

Osaic Broker Dealer Systems

Job description

TalentLink Solutions seeks a Senior Client Service Associate to shape firm-wide operational strategy, strengthen processes that support growth, oversee the client service team, and ensure an exceptional client experience in Tustin, CA.

You will optimize the technology stack, manage workflow, and coordinate with advisors, vendors, and clients to shield the advisory team from routine service work while driving efficiency and reliability.