Stevens Foster Financial Advisors ยท 1 day ago
Senior Client Service Associate
Bloomington, Minnesota, United States
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $80K/yr
4+ years expStevens Foster Financial Advisors is a collaborative advisory firm focused on wealth management and financial planning. The Senior Client Service Associate provides advanced operational and client service support, ensuring compliance and accuracy in client activities while mentoring the CSA team.
AdviceFinancial ServicesRisk Management
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
Qualification
Required
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
Experience with eMoney
Experience with Fidelity Wealthscape
Experience with Charles Schwab Advisor Center
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
Preferred
Soraban and Lacerte
DocuSign or comparable e-signature tools
Benefits
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
401(k) with up to a 5% employer match after one year of service
Company
Stevens Foster Financial Advisors
Stevens Foster Financial Advisors offers risk management, financial, estate, and tax planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase