Associate Client Account Manager

Stevens Foster Financial Advisors•Bloomington, MN

2d•Hybrid

About The Position

Stevens Foster is seeking an Associate Client Account Manager to join their long-term advisor pipeline. This role is designed for individuals with early experience in financial services who are ready to transition from transactional or support work into a relationship-focused advisory role. The first six months will involve intensive training, working closely with experienced advisors, gaining exposure to client conversations, and developing the skills necessary for independent client relationship management. Unlike many advisory roles, this position is heavily focused on tax-aware financial planning, requiring regular interaction with client tax returns and the ability to connect tax concepts to planning and investment decisions. This is a development path into a client-facing, tax-aware advisory role within a structured, team-based firm, not a back-office or sales position.

Requirements

2–4 years of experience in financial services (wealth management, brokerage, banking, tax, or similar)
Experience working directly with clients in a professional setting
Strong written and verbal communication skills
High attention to detail and ability to manage multiple priorities
Professional presence and ability to work with high-net-worth clients
Demonstrated stability and growth in prior roles

Nice To Haves

Bachelor’s degree in Finance, Economics, Business, or a related field strongly preferred
Experience supporting financial advisor teams or working in a wealth management or RIA environment
Exposure to investment accounts, money movement, or financial account administration
Familiarity with financial planning concepts (retirement, investments, tax, estate basics)
Exposure to or interest in investment and portfolio taxation, including tax-efficient investing
Experience reviewing or working with individual tax returns (Form 1040) at a high level
Experience in a high-volume client service environment (e.g., brokerage, bank)
Interest in or progress toward professional certifications (Series 65, CFP®)

Responsibilities

Prepare materials, agendas, and summaries for client meetings.
Participate in client meetings alongside advisors to observe and learn relationship management and advisory discussions.
Document client goals, action items, and updates to ensure continuity and follow-through.
Support account-related activities including paperwork, money movement, transfers, and DocuSign coordination.
Partner with Client Service Associates and Operations to ensure tasks are completed accurately and efficiently.
Assist in gathering financial documents and maintaining organized client records.
Communicate client needs clearly with Planning, Tax, and Investment teams under advisor guidance.
Help coordinate deliverables across departments and ensure deadlines are met.
Stay aligned on meeting schedules, planning cycles, and client priorities.
Build knowledge of financial planning, investments, tax, and estate concepts through training and mentorship.
Gradually take on more responsibility in client communication and meeting participation.
Develop the skills needed to lead client relationships over time.
Pursue relevant certifications (CFP®, Series 65, etc.) as part of your growth.
Review client tax returns (Form 1040) at a high level with advisors to understand income, deductions, and planning opportunities.
Sit in on client conversations where tax strategy is a central part of the discussion.
Begin connecting tax concepts to broader planning (investments, retirement, equity compensation, etc.).
Develop comfort explaining tax-related concepts in a clear, client-friendly way.