Wealth Management Assistant — Client Experience & Ops

TalentLink Solutions; Santa Barbara (CA); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

Life/AD&D insurance

Dental

Disability insurance

Paid holidays

Vacation & sick days

401(k) match

Licensing support

Growth opportunities

Job summary

TalentLink Solutions in Santa Barbara, CA seeks a dedicated Financial Advisor Assistant to ensure an exceptional client experience while supporting our advisors. You will manage complex client service requests, oversee operational workflows, ensure compliance, and drive process improvements.

Additionally, you’ll manage incoming calls and schedule appointments. In this hybrid role, you’ll handle CRM data integrity, prepare advanced reports and meeting materials, and assist with tax-related tasks.

Qualifications

• Bachelor's degree required.
• Financial office experience with 4+ years preferred 7+ years.
• In-office 4 days a week with 1 day remote (tax season exception).

Responsibilities

• Serve as primary point of contact for client inquiries with timely 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.

Skills

Org skills

Communication

Tech skills

Industry knowledge

Strategic thinking

Education

Bachelor's Degree

Tools

CRM systems

Financial platforms

Job description

TalentLink Solutions in Santa Barbara, CA seeks a dedicated Financial Advisor Assistant to ensure an exceptional client experience while supporting our advisors. You will manage complex client service requests, oversee operational workflows, ensure compliance, and drive process improvements.

Additionally, you’ll manage incoming calls and schedule appointments. In this hybrid role, you’ll handle CRM data integrity, prepare advanced reports and meeting materials, and assist with tax-related tasks.