Client Service Associate

Are you a service-minded, results-driven problem solver?

Do you thrive in a collaborative, process-oriented team environment?

At ISTO Advisors, being In Service to Others is our top priority. Located in Troy, Michigan, and Lake Forest, Illinois, we pride ourselves on creating clarity, confidence, and financial peace of mind as we guide our clients through a customized financial planning process. We don’t just build portfolios; we build life blueprints. 

As ISTO continues to grow, we are looking for a Client Service Associate to join our dedicated team in our Troy office. This position will work closely with our clients and vendors to process applications and requests with our primary custodian, Charles Schwab. You will be responsible for ensuring workflow processes are followed, and internal and external relationships are upheld to ISTO’s high standards. 

In addition to finely tuned organizational skills and meticulous attention to detail, the ideal candidate must demonstrate: 

• Commitment to personal accountability and continuous self-development 
• Effective self-management and administration skills to balance tasks and priorities 
• Natural ability to interact in a positive manner and collaborate with the team 
• Strong computer skills with working knowledge of Microsoft Office 

Primary Responsibilities: 

• Uphold ISTO’s Mission, Vision, and Core Values 
• Process Client Service Tasks 
• Provide Client Service Support 
• Collaborate with Outside Service Providers 

Qualifications: 

• Prior experience in the financial services industry (minimum of 3 years) 
• Experience working with Charles Schwab and DocuSign preferred 
• Commitment to confidentiality 
• Strong communication skills
• Ability to work both independently and collaboratively 

Please send your resume and a cover letter to careers@istoadvisors.com.

Firm Overview:

At ISTO Advisors, we are on a Mission to be In Service To Others. We are financial advisors, providing guidance to hundreds of High-Net-Worth families. ISTO was founded on the belief that delivering world-class client service begins by building a positive company culture where our team members can thrive professionally and personally. This commitment to our team and clients has allowed us to positively impact our local communities and those in need in many parts of the world. 

We are honored to have been named to WealthManagement.com’s RIA Edge 100 for three years running. The RIA Edge 100 recognizes a premier group of well-managed firms that reinvest in their people and business, maintaining a high level of client service and continuing to grow by design, not by default. We are also proud to have been named to Worth Magazine’s 2025 Top RIA Firms, and USA TODAY’s 2025 Best Financial Firms. 

Today, we have 26 members on our team, including 18 in our Michigan office and eight in Illinois. We believe that our in-office work environment creates a collaboration that improves both client service and team engagement, making work more enjoyable (and often fun). 

Benefits at ISTO Advisors: 

• Health insurance 
• 401(k) 
• Paid Time Off 
• Long-Term Disability insurance 
• Robust community & volunteer match program 

Core Values 

• Putting others first… always 
• Surrounding ourselves with people of the highest character and integrity 
• Unwavering commitment to excellence and innovation… in everything we do 
• Simplifying lives 

Mission - To be In Service To Others by: 

• Uncovering what is most important 
• Building a clear picture of the future 
• Exploring what is truly possible 
• Empowering better decisions today to realize dreams tomorrow 

Vision  - To serve our: 

• TEAM with a world-class culture… which allows us to serve our 
• CLIENTS with a world-class experience… which allows us to serve our 
• COMMUNITY with a world-class commitment 

ISTO Advisors, LLC is proud to be an Equal Opportunity Employer. ISTO Advisors, LLC is an SEC Registered Investment Advisor. www.istoadvisors.com