Senior Client Service Associate

Stevens Foster Financial Advisors • Bloomington, MN

3d • $65,000 - $80,000 • Hybrid

About The Position

The Senior Client Service Associate (Senior CSA) provides advanced operational, administrative, and client service support across Stevens Foster’s Planning, Tax, and Investment teams. This role acts as a subject matter resource for account operations, custodian workflows, money movement, and CRM accuracy, ensuring all client activity is completed promptly, accurately, and in compliance with industry standards. The Senior CSA serves as a key point of contact for complex service needs, supports cross-departmental workflows, and helps train and mentor the CSA team. This position requires deep financial services experience, strong critical thinking skills, excellent client communication, and a proactive, solutions-oriented approach. If you enjoy providing excellent client service, improving processes, and supporting both clients and internal teams with precision and professionalism, this role offers meaningful work in a collaborative, long-standing advisory firm.

Requirements

• Minimum 4+ years of administrative experience in financial advisory, wealth management, or financial services required
• Associate’s degree in Administrative, Business, Finance, Accounting, or related field required (or higher)
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word)
• Experience with: AdvisorEngine/Junxure, eMoney, Fidelity Wealthscape, Charles Schwab Advisor Center, DocuSign or comparable e-signature tools
• Strong accuracy and attention to detail, especially with financial and tax related information
• Excellent customer service and communication skills
• Strong critical thinking and problem-solving ability
• High level of organization and responsiveness
• Ability to train, mentor, and provide guidance to junior team members
• Collaborative team player with willingness to assist across departments
• High discretion when handling sensitive client and financial information

Nice To Haves

• Soraban and Lacerte (preferred)

Responsibilities

• Serve as primary point of contact across Fidelity (Wealthscape) and Charles Schwab Advisor Center
• Prepare, process, and track new account paperwork, transfers, beneficiary changes, and other updates as required (i.e., address changes, beneficiary changes, account maintenance)
• Maintain accurate custodian records and ensure account setup adheres to firm standards
• Monitor and maintain client account information across CRM, custody platforms, and eMoney
• Initiate, execute and process journals, EFTs, wires, check requests, and deposits
• Process charitable donations, gifting, and estimated tax payments
• Ensure all transactions meet timing, documentation, and compliance requirements
• Provide professional, timely responses to client inquiries through email, phone, and in person
• Manage follow-up tasks and ensure outstanding items are completed promptly
• Coordinate information flow between Advisors, Financial Planners, and Tax Associates
• Support client meetings by preparing documents, updating records, and facilitating follow-ups as needed
• Maintain high quality client records in AdvisorEngine/Junxure
• Conduct data audits, ensure accuracy, and identify gaps or inconsistencies
• Update and maintain eMoney Net Worth Statements, custodian audits, and internal tracking documents
• Support the Tax Team during the tax season, including processing tax documents, sending electronic tax organizers, e-file tracking, and mailing tax returns
• Assist other departments as needed
• Act as a training resource for CSAs, modeling best practices and helping improve team efficiency
• Troubleshoot software and platform challenges proactively
• Recommend process updates that improve efficiency, accuracy, and client experience

Benefits

• Base salary: $65,000 – $80,000 annually, depending on experience.
• Bonus: Performance-based opportunity available
• Robust benefits package: including medical (PPO and HSA options with 85% employer-paid employee coverage), 100% employer-paid dental for employees, voluntary vision, employer-funded HSA contributions, company-paid life and disability insurance, pre-tax FSA options, 50% employer coverage of Minnesota Paid Family & Medical Leave (PFML) premiums, and a 401(k) with up to a 5% employer match after one year of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree