Client Service Administrator

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, based in Gilbert, AZ, is a full service, independent financial planning firm that specializes in creating comprehensive retirement plans for those approaching or currently in retirement. Our mission is to provide individuals and families with objective and unbiased financial advice to achieve short and long-term financial goals. We pride ourselves on developing close relationships with clients to really understand their goals and objectives.

As our firm continues to grow, we are seeking a Client Service Administrator who excels at building long-term client relationships and helping individuals make informed financial choices. You’ll offer ongoing support, proactive outreach, and exceptional service, ensuring clients feel secure and confident in their retirement plans.

What You’ll Do:

• 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

What We’re Looking For:

• Bachelor’s Degree
• 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 and confidence working across various platforms and operating systems including Microsoft Office Suite specifically Excel
• A proven ability to build trust and develop lasting client relationships
• Highly organized, self-driven, coachable, and collaborative
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get:

• $58k- $69k/year based on experience + bonus potential
• Health Insurance
• 401k

Schedule:

• In office: Monday - Friday, 9am-5pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com