Client Experience Specialist - Retirement Planning

Saturn Wealth; Gilbert (AZ); On-site; USD 58,000 - 69,000; Full time

Benefits offered by this job

Health Insurance

401k

Job summary

Saturn Wealth in Gilbert, AZ, is seeking a Client Service Administrator who excels at building long-term client relationships and helping individuals make informed financial choices. You’ll manage service requests, respond to inquiries, maintain client records in Redtail CRM, handle account openings/transfers, and support advisors with pre-appointment prep.

Ideal candidates have a Bachelor's degree, 1+ year financial industry experience, and willingness to obtain Series 65 and Life/Health

Qualifications

• Bachelor’s Degree required.
• 1+ year of financial industry experience.
• Series 65 preferred or willing to obtain within 90 days.
• Life and Health Insurance license preferred or willing to obtain within 90 days.
• Demonstrates strong proficiency with Microsoft Office Suite, especially Excel.
• Proven ability to build trust and develop lasting client relationships.

Responsibilities

• Accurately complete and process service requests in a timely manner.
• Respond promptly and professionally to client inquiries.
• Maintain accurate and up-to-date client records within the CRM (Redtail).
• Complete the opening, closing, and transfer of client accounts.
• Process financial transactions with accuracy and attention to detail.
• Conduct follow-up communication with partners and clients as needed.
• Assist advisors with comprehensive pre-appointment preparation.
• Investigate and resolve issues related to new account openings, transfers, or amendments.
• Effectively prioritize and manage daily tasks and operational matters.
• Provide support to team members as required to ensure smooth operations.

Skills

Excel proficiency

Client relationship

Organized

Education

Bachelor's Degree

Tools

Redtail CRM

Microsoft Office

Job description

Saturn Wealth in Gilbert, AZ, is seeking a Client Service Administrator who excels at building long-term client relationships and helping individuals make informed financial choices. You’ll manage service requests, respond to inquiries, maintain client records in Redtail CRM, handle account openings/transfers, and support advisors with pre-appointment prep.

Ideal candidates have a Bachelor's degree, 1+ year financial industry experience, and willingness to obtain Series 65 and Life/Health