Senior Client Service Associate

Company: Stevens Foster Financial Advisors
Location: Minneapolis
Posted on: February 16, 2026

Job Description:

Job Description Job Description Salary: $65,000 - $80,000bonus (DOE) The Senior Client Service Associate (Senior CSA) provides advanced operational, administrative, and client service support across Stevens Fosters 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. Key Responsibilities Custodian Operations & Account Administration 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 Money Movement & Transaction Processing 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 Client Service & Communication 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 CRM & Data Management 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 Cross Departmental Support 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 Process Improvement & Troubleshooting Troubleshoot software and platform challenges proactively Recommend process updates that improve efficiency, accuracy, and client experience Qualifications Education & Experience Minimum 4 years of administrative experience in financial advisory, wealth management, or financial services required Associates degree in Administrative, Business, Finance, Accounting, or related field required (or higher) Technical Skills Proficiency in Microsoft Office Suite (Outlook, Excel, Word) Experience with: AdvisorEngine/Junxure eMoney Fidelity Wealthscape Charles Schwab Advisor Center Soraban and Lacerte (preferred) DocuSign or comparable e-signature tools Strong accuracy and attention to detail, especially with financial and tax related information Professional Skills & Attributes 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 Compensation 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. Schedule Full-time schedule, Monday through Friday. Additional hours may be required during tax season and cyclical planning periods. Hybrid work option available in accordance with firm policy. At Stevens Foster, we value timeour clients and our teams. We focus on doing complex work with clarity, integrity, and a disciplined approach that brings wealth management, tax strategy, and financial planning together under one roof. We serve busy executives and high-net-worth individuals who rely on us for long-term financial confidence. Our strength comes from blending deep technical expertise with a collaborative model where planners, analysts, tax professionals, and investment specialists work side by side. Joining Stevens Foster means stepping into a team-oriented environment built on trust, professionalism, and a shared commitment to excellence. Youll contribute to meaningful client outcomes, sharpen your craft, and grow in a firm that invests in both technical skill and human development. If youre passionate about delivering high-quality work, enjoy working in a coordinated team structure, and want to build a career with purpose and impact, Stevens Foster is the kind of place where you can thrive.

Keywords: Stevens Foster Financial Advisors, Bloomington , Senior Client Service Associate, Accounting, Auditing , Minneapolis, Minnesota