Client Service Associate

Client Service Associate (Licensed)

Astyr Wealth | Full-Time | In-Office

Salary range: $60,000 - $65,000 with Bonus option

Our Mission

At Astyr Wealth, we transform lives through faith-based financial planning that creates clarity, confidence, and eternal significance, all while having an exceptional client experience. We are a fast-growing, values-driven firm where no two days look the same.

We are seeking a Licensed Client Service Associate who thrives in a dynamic environment, brings calm to complexity, and takes pride in delivering a white-glove client experience while supporting advisors and the broader team.

The Role

As a Licensed Client Service Associate, you are both an operational anchor and a client-facing professional. You support advisors by managing client communication, scheduling, meeting preparation, and office operations, while being able to pivot quickly when priorities shift and confidently operate when the day doesn’t go exactly as planned.

This role is ideal for someone who is already licensed, understands the pace and expectations of a financial planning firm, and is comfortable stepping into the unknown when needed.

What You’ll Be Responsible For

Client Experience & Relationship Support

• Serve as a warm, professional first point of contact for clients - in person, by phone, and via email
• Build trust through proactive communication and follow-through
• Assist with client appreciation efforts, gifts, and events
• Support C/D clients with thorough service, ensuring they feel informed and cared for
• Initiate and maintain regular client contact to strengthen relationships

Scheduling, Communication & Prioritization

• Manage advisor calendars and client meeting logistics
• Confirm meetings 24–48 hours in advance (automation personal touch)
• Handle inbound client requests with professionalism, discretion, and urgency
• Re-prioritize quickly as urgent client needs or advisor requests arise

Meeting Preparation & Client Engagement

• Prepare meeting materials, welcome packets, and follow-up summaries
• Maintain accurate CRM notes and follow-up tasks (e.g., Redtail)
• Co-lead preliminary and review meetings with advisors and paraplanner when appropriate
• Gather information, set agendas, and ensure advisors are fully prepared

Operations, Compliance & Administrative Oversight

• Oversee new client setup, paperwork, and account servicing (as allowable)
• Process client requests and provide licensed support where appropriate
• Maintain accurate records and documentation in CRM and custodial systems
• Assist with compliance needs, special projects, and internal initiatives
• Maintain supplies, handle mailings, and other office tasks

Opportunity Awareness & Growth Support

• Analyze the book of business to identify service gaps and growth opportunities
• Surface client needs and insights to advisors proactively
• Partner with advisors and paraplanners to elevate planning and service outcomes

Licensing & Experience Requirements

• Active Series 7 is required
• At least 3 years of experience in a financial advisory, RIA, or broker-dealer environment preferred
• Comfortable handling client conversations within licensing scope

Apply If You Are…

• Have always wondered what it would look like to have your faith and work collide as ONE unit
• Licensed (Series 7) and experienced in client-facing financial services
• Calm, adaptable, and able to pivot quickly when the day changes unexpectedly
• Comfortable with ambiguity and don’t need everything mapped out to be effective
• Highly organized but flexible when plans shift
• Proactive: able to identify issues and act without waiting to be told
• High energy, outgoing, and a growth mindset
• Confident communicating with clients and advisors alike
• A team-first professional with a “roll up your sleeves / whatever it takes” mentality
• Aligned with high ethical standards and professional excellence
• Energized by supporting growth in a fast-moving firm

Do NOT Apply If You Are…

• Unlicensed or unwilling to maintain required licenses
• Someone who needs a predictable, repetitive daily routine to perform well
• Low energy and shy
• Individualistic mindset
• Easily stressed when priorities change or new requests arise
• Uncomfortable operating with incomplete information
• Resistant to change, feedback, or process evolution (fixed mindset)
• Looking for a low-accountability or strictly administrative role
• Uninterested in client interaction or relationship-building

Why Join Astyr Wealth?

• Work in a high-trust, high-performance environment
• Be part of a growing firm where adaptability is valued and rewarded
• Have real impact on clients, advisors, and the Kingdom
• Opportunity for expanded responsibility and long-term growth
• Join a team that lives its values and takes pride in excellence
• We are FUN!