Senior Client Service Associate (santa Barbara, Ca)

Willenborg Wealth Management

Santa Barbara, CA, US
Base: $55k - $75k annually; bonus/equity: discreti...
3 years financial services experience
High school diploma or equivalent
Crm software proficiency
This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff within a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff within a fast-paced environment.
  • The position involves processing complex financial documents including insurance purchases, Roth IRA conversions, and 529 account maintenance.
  • Employees are eligible for a benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff within a fast-paced environment.

Salary

Base: $55K - $75K annually; Bonus/Equity: Discretionary bonuses and profit-sharing eligible; Benefits: Medical, dental, vision, life, disability, retirement, PTO, parental leave

Skills & Requirements

Must-have

  • 3 years financial services experience
  • High School Diploma or equivalent
  • CRM software proficiency
  • Excel spreadsheet development
  • Multi-platform communication skills

Nice-to-have

  • Detail-oriented problem solver
  • Creative approach to tasks
  • Proactive follow-up abilities
  • Team collaboration mindset
  • Fast-paced environment adaptability

Key Requirements

  • Minimum 3 years financial services industry experience
  • High School Diploma required
  • Proficiency with Client Relationship Management (CRM) software
  • Strong Excel skills for reporting and spreadsheets

Work Rights

Not specified

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