Senior Client Services Associate

Job Description

Job Description

Salary : $65,000 - $80,000 + bonus

Stevens Foster Financial Advisorsserving Twin Cities clients since 1988is 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.

What Youll Do

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 CSAsmodeling best practices and supporting development

Identify workflow issues, troubleshoot system challenges, and recommend process improvements

What You Bring

Minimum 3+ years of experience in financial advisory, wealth management, or financial services (required)

Associates degree in Business, Finance, Accounting, or related field required (or higher)

Proficiency with AdvisorEngine / Junxure, eMoney, Fidelity Wealthscape, and Schwab Advisor Center

Experience with Soraban, Lacerte, and DocuSign (preferred)

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

Compensation & Schedule

We offer a competitive base salary, an annual bonus, and a comprehensive suite of benefits. Final compensation is shaped by experience and the level of responsibility within the role.

Schedule : MondayFriday; additional hours during peak planning cycles

Hybrid : Available under firm policy

Stevens Foster offers a comprehensive benefits package designed for long-term wellbeing, including :

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

Our total rewards are built to provide stability, flexibility, and long-term support at every career stage.

About Stevens Foster

Founded in 1988, Stevens Foster Financial Advisors is a long-standing, Bloomington-based RIA serving executives and high-net-worth families across the Twin Cities. For more than 35 years, weve delivered an integrated approach to planning, tax strategy, and investment management. Our reputation is built on clarity, consistency, and enduring client relationshipsand we continue to grow with intention and care.

Apply Today

Submit your resume through this posting. Qualified applicants will be contacted for next steps.

Stevens Foster Financial Advisors is an equal opportunity employer.