Client Service Administrator - Gilbert, AZ Advisor Talent Solutions Gilbert, AZ Job Details $58,000 - $69,000 a year 12 hours ago Benefits Health insurance Qualifications Opening bank accounts Financial planning Customer records maintenance Managing customer accounts Investment advisory support Financial services customer support Confidential information handling Customer relationship building Operating systems Account maintenance Financial transaction processing Account troubleshooting Spreadsheets Client file management Mid-level Accurate transaction records management Financial issue resolution Managing clients in a customer support role Managing financial planning clients Bachelor's degree Financial records management Client retention Task prioritization Customer relationship management Investment account customer support Financial services Productivity software Handling account queries 1 year Series 65

Full Job Description Position:

Client Service Administrator Firm:

Saturn Wealth Location:

Gilbert, AZ Overview:

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:

Pay & Perks:

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

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