Client Service Pro - Retirement Planning
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-09-09
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep, Clerical -
Administrative/Clerical
Office Administrator/ Coordinator, Clerical
Job Description & How to Apply Below
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.
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