Financial Advisor
TalentLink Solutions
TalentLink Solutions in Santa Barbara is seeking a Client Service Administrator to elevate the client experience for our advisory teams. You will manage complex service requests, oversee workflows, ensure compliance, and drive process improvements. Additionally, you’ll handle incoming calls and schedule appointments in a collaborative, high-touch environment. The role requires organizational excellence, strong communication, and a solid grasp of CRM data and financial platforms. #J-18808-Ljbffr
Vacancy posted 22 hours ago
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