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 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, 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 accountsProcess 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