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Senior Client Service Specialist Financial Advisors

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Senior Client Service Specialist for Financial Advisors

Fwainvest is looking for a Senior Client Service Associate in Santa Barbara, CA. This role involves providing essential administrative support to financial advisors and managing client relationships.

The ideal candidate will have effective communication skills and the ability to manage multiple tasks in a dynamic work environment. Expected salary ranges between $55K and $75K annually, with eligibility for bonuses and profit-sharing.

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Position Requirements
10+ Years work experience
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