Client Service Administrator - Gilbert, AZ

Advisor Talent Solutions; Gilbert (AZ); On-site; USD 58,000 - 69,000; Full time

Benefits offered by this job

Health Insurance

401k

3 weeks vacation

Job summary

Saturn Wealth, based in Gilbert, AZ, is seeking a Client Service Administrator to support client relationships and help clients make informed financial choices. You’ll provide ongoing service, proactive outreach, and accurate recordkeeping in a fast-growing team.

Responsibilities include processing service requests, handling inquiries, maintaining CRM records (Redtail), account openings/transfers, and coordinating with advisors for pre-appointment prep. Office hours are Monday–Friday, 9am–5pm.

Qualifications

• Bachelor's Degree required.
• 1+ year of financial industry experience or related field preferred.
• Series 65 preferred or willing to obtain within 90 days.
• Life and Health Insurance license preferred or willing to obtain within 90 days.
• Proficiency with Microsoft Office, especially Excel, across multiple platforms.

Responsibilities

• Accurately complete and process service requests in a timely manner.
• Respond promptly and professionally to client inquiries.
• Maintain up-to-date client records within the CRM (Redtail).
• Complete opening, closing, and transfer of client accounts.
• Process financial transactions with accuracy and attention to detail.
• Follow up 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.
• Support the team to ensure smooth operations.

Skills

Client relationship

Organization

Communication

Collaboration

Education

Bachelor's Degree

Tools

Redtail CRM

Microsoft Office Suite

Excel

Job description

Position: Client Service Administrator
Firm: Saturn Wealth
Location: Gilbert, AZ

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 experienceSeries 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

Pay & Perks

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

Schedule

• In office: Monday - Friday, 9am-5pm

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.