Client Service Admin – Financial Planning Ops
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Banking & Finance
Saturn Wealth in Gilbert, AZ seeks a Client Service Administrator who builds long-term client relationships and delivers proactive support to retirement planning clients. You’ll handle service requests, inquiries, and account processing with accuracy.
The role requires a Bachelor’s degree and 1+ year in financial services, with Series 65 and Life/Health licenses preferred or obtainable within 90 days. In-office schedule Monday–Friday, 9am–5pm, with health insurance and 401k benefits and a salary
We have an opening for a Client Service Admin – Financial Planning Ops in Gilbert, AZ, United States within Finance, IT & Technology.
We appreciate your interest in this position.
Join Saturn Wealth and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Service Admin – Financial Planning Ops role at Saturn Wealth, based in Gilbert, AZ, United States.
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