Stevens Foster Financial Advisors

Compensation

Full Description

Salary: 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.