Client Service Pro - Retirement Planning

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

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.