Client Service Administrator - Gilbert, AZ at Saturn Wealth — Gilbert, USA | Base Career

Full Job Posting

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
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
$58k- $69k/year based on experience + bonus potential
Health Insurance
401k
3 weeks’ vacation
In office: Monday – Friday, 9am-5pm

Client Service Administrator - Gilbert, AZ