Client Lead, Financial Services; Hybrid
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-07-28
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Talent Link Solutions, a premier family-owned financial and tax management firm in Santa Barbara, seeks a Client Service Administrator to lead exceptional client experiences and support financial advisors. You will manage complex service requests, ensure compliance, and drive process improvements in a collaborative team environment.
The role requires strong organizational, communication, and technical skills, including proficiency with Microsoft Office and CRM systems.
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