Client Services Advisor

Job Title: Client Services Advisor

Department: Client Services

Reports to:  Associate Wealth Advisor 

At Styre Wealth, we provide private wealth management services for high-performing professionals, families, and institutions. Our team leverages deep experience and capability in investment management and financial planning to find long-term solutions. We are always interested in hiring the best and brightest. If you are a high-performer, want to learn from the best, and are looking for opportunities to advance, please communicate your interest and send a Resume with your experience and qualifications.

Job Summary:

Our Client Service Advisor (CSA) position is an excellent entry into the Wealth Management industry and provides opportunities into financial planning, operations, and investment management. We are looking for a high-performing and competitive addition to our team to learn the business by assisting in Private Client Services in the areas of investment management, financial planning, and general client support. 

Duties/Responsibilities:

A CSA will work closely with Associate Wealth Advisors (Associates) to provide primary day-to-day client support. CSA will interact directly with Styre clients or retirement plan participants under the direction from Partners and Associates and are responsible for providing service in line with Styre’s high expectations. 

Success in this role will require: 

• A positive attitude, eagerness to learn, accuracy, timeliness, and strict attention to detail.

• Excellent verbal and written communication skills. 

• Excellent organizational skills.

• Excellent time management skills with a proven ability to meet deadlines.

• Strong analytical and problem-solving skills.

• Ability to prioritize tasks.

• Ability to function well in a high-paced and at times stressful environment.

• Proficient with Microsoft Office Suite or related software.

• Work in office Monday – Friday 7:30 – 4:30, regularly exceeding 40 hours per week

Education and Experience: While we evaluate applicants in many ways, a competitive applicant must have:

• A four-year degree(s) from a competitive university

• Passed the FINRA SIE Exam

• Competency in financial math, applying time-value of money concepts, and using spreadsheet applications

• Relevant experience or internship in the financial services industry

• Positive attitude, competitive spirit, and intellectual curiosity

• A strong desire to advance in our organization over the long-term

Starting Salary: $65,000 annually

Signing Bonus: $2,000 and $1,000 clothing allowance

Incentive Eligibility: 0% - 10% of base salary annually.

Bonus Eligibility After 6 months

Major Groups: Business Administration & Management, Finance & Financial Management, Sales, Economics, Accounting, Actuarial/Risk Analysis, Business Analytics, Operations Management, Real Estate, Mathematics, Statistics, Physics, Biology, Chemistry, Music & Music Education