Senior Client Services Associate
About The Position
Stevens Foster Financial Advisors—serving Twin Cities clients since 1988—is seeking an experienced Senior Client Service Associate to support our Planning, Tax, and Investment teams. This advanced operations role serves as a subject-matter resource for account administration, custodian workflows, money movement, and CRM data quality while helping deliver a smooth, accurate, service-centered experience for high-net-worth clients. If you enjoy solving complex service needs, 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 3+ years of experience in financial advisory, wealth management, or financial services (required)
- Associate’s degree in Business, Finance, Accounting, or related field required (or higher)
- Proficiency with AdvisorEngine/Junxure, eMoney, Fidelity Wealthscape, and Schwab Advisor Center
- Strong attention to detail when handling financial and tax-related information
- Excellent client service and communication skills
- Strong critical thinking and problem-solving ability
- Ability to train and mentor junior team members
- Highly organized, responsive, and comfortable managing multiple priorities
- High discretion with sensitive financial information
- Collaborative mindset and willingness to support cross-department workflows
Nice To Haves
- Experience with Soraban, Lacerte, and DocuSign (preferred)
Responsibilities
- Serve as a primary point of contact across Fidelity Wealthscape and Schwab Advisor Center
- Prepare, process, and track new accounts, transfers, beneficiary updates, and account changes
- Maintain accurate client and custodian records across CRM, custody platforms, and eMoney
- Initiate journals, EFTs, wires, check requests, deposits, charitable gifts, and estimated tax payments
- Monitor cash activity and coordinate with advisors for client information and follow-up
- Ensure all transactions meet timing, documentation, and compliance requirements
- Respond to client inquiries with timely, professional communication via email, phone, and portal support
- Track and complete follow-up tasks for outstanding items
- Support advisor meeting cycles with document preparation, record updates, and follow-through
- Conduct CRM data audits, resolve discrepancies, and update eMoney and custody tracking documents
- Support the Tax Team during the tax cycle, including organizer routing, e-file tracking, and mailing of returns
- Assist Planning and Operations with documentation and workflow needs
- Act as a training resource for CSAs—modeling best practices and supporting development
- Identify workflow issues, troubleshoot system challenges, and recommend process improvements
Benefits
- Robust medical, dental, and vision coverage with high employer contributions
- Company-paid life insurance and disability coverage
- 401(k) plan with immediate eligibility and up to 5% employer match after one year
- Health Savings Account contributions for HDHP participants
- Flexible Spending Accounts (health and dependent care)
- Paid time off, paid holidays, and hybrid flexibility
- Coverage available for spouses, domestic partners, and families
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
