Client Service Administrator

Position: Client Service AdministratorFirm: Saturn WealthLocation: 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 mannerRespond promptly and professionally to client inquiriesMaintain 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 detailConduct follow-up communication with partners and clients as neededAssist advisors with comprehensive pre-appointment preparationInvestigate and resolve issues related to new account openings, transfers, or amendmentsEffectively prioritize and manage daily tasks and operational mattersProvide support to team members as required to ensure smooth operations What We’re Looking For: Bachelor’s Degree1+ year of financial industry experienceSeries 65 preferred or willing to obtain within 90 daysLife and Health Insurance license preferred or willing to obtain within 90 daysDemonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite specifically ExcelA proven ability to build trust and develop lasting client relationshipsHighly organized, self-driven, coachable, and collaborativeDemonstrates 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 potentialHealth Insurance401k3 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