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Executive Client Relations & Operations Lead

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: California Wealth Advisors
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Santa Barbara, California is seeking a proactive Financial Relationship Manager. This entry-level position focuses on managing client relationships, providing strategic support to the CEO, and coordinating events. Ideal candidates have a Bachelor’s degree in Finance, Business, or Economics and experience in client service. Exceptional communication and multitasking skills are essential. The company offers benefits, including paid time off and 401(k) matching, after specified periods.
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