Client Service Admin – Financial Planning Ops

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 seeks a Client Service Administrator who builds long-term client relationships and delivers proactive support to retirement planning clients. You’ll handle service requests, inquiries, and account processing with accuracy.

The role requires a Bachelor’s degree and 1+ year in financial services, with Series 65 and Life/Health licenses preferred or obtainable within 90 days. In-office schedule Monday–Friday, 9am–5pm, with health insurance and 401k benefits and a salary

Qualifications

• Bachelor’s degree required; 1+ year 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.
• Strong proficiency across platforms, especially Excel.
• Proven ability to build trust and develop 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 in the CRM (Redtail).
• Complete opening, closing, and transfer of client accounts; process financial transactions with accuracy.
• 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.
• Prioritize and manage daily tasks and operational matters.
• Provide support to team members to ensure smooth operations.

Skills

Relationship Building

Financial Knowledge

CRM Management

Excel Proficiency

Attention to Detail

Education

Bachelor’s Degree

Tools

CRM Redtail

Microsoft Excel

MS Office

Job description

Saturn Wealth in Gilbert, AZ seeks a Client Service Administrator who builds long-term client relationships and delivers proactive support to retirement planning clients. You’ll handle service requests, inquiries, and account processing with accuracy.

The role requires a Bachelor’s degree and 1+ year in financial services, with Series 65 and Life/Health licenses preferred or obtainable within 90 days. In-office schedule Monday–Friday, 9am–5pm, with health insurance and 401k benefits and a salary