Hybrid Client Service & Operations Associate

Stevens Foster Financial Advisors; BLOOMINGTON (MN); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off

Holidays and floating holiday

401(k) with employer match

Medical, dental, and vision insurance

Professional development reimbursement

Discounted advisory services

Job summary

Stevens Foster Financial Advisors seeks a Client Service Associate to provide operational and client service support across Financial Planning, Tax, and Investment teams. This role handles account activity, tax workflows, money movement, and client communications, ensuring compliance with regulatory standards.

The CSA supports both planning and client account management workflows, attending client meetings, and following up on meetings to maintain a high standard of client experience.

Qualifications

• Minimum 2 years of experience in financial services, wealth management, brokerage operations, or related industry.
• Experience working with securities, brokerage accounts, and investment account administration.
• Working knowledge of retirement account types (IRA, Roth IRA, 401(k), etc.) and related transaction processes.
• Familiarity with banking and money movement procedures, including wires, transfers, and account funding.
• Demonstrated attention to detail and accuracy when handling financial and tax related information.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a deadline driven, regulated environment.
• Experience in a fee based Registered Investment Advisory (RIA) firm.
• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent professional experience).
• Experience with AdvisorEngine/Junxure or comparable CRM systems.
• Experience with Fidelity Wealthscape, Schwab Advisor Center, or similar custodial platforms.
• Experience with eMoney or other financial planning software.
• Familiarity with trust accounts and related documentation requirements.
• Strong organizational skills and ability to follow structured processes.
• High level of discretion when handling confidential financial and tax information.
• Collaborative mindset and ability to coordinate across Financial Planning, Tax, and investment teams.
• Professional demeanor with a client focused service orientation.

Responsibilities

• Respond to client inquiries and provide timely, professional support.
• Track and complete follow up items to ensure prompt resolution of client requests.
• Collaborate with Advisors and Financial Planners to prepare accurate data and materials for client meetings.
• Process new accounts, transfers, beneficiary changes, trust documentation, and account maintenance requests.
• Execute and monitor money movement transactions, including wires, EFTs, journals, retirement contributions and distributions, and charitable gifting.
• Maintain accurate and compliant client records in AdvisorEngine/Junxure, internal files, and eMoney balance sheets.
• Ensure transactions meet internal timing standards and regulatory compliance requirements.
• Support firmwide administrative functions including phones, mail processing, scanning, and internal communication routing.
• Assist with general operational needs during peak planning and tax season periods.
• Distribute and track electronic tax organizers; organize, scan, categorize, and process incoming tax documents; track missing tax information; support e-file documentation workflows.

Job description

Stevens Foster Financial Advisors seeks a Client Service Associate to provide operational and client service support across Financial Planning, Tax, and Investment teams. This role handles account activity, tax workflows, money movement, and client communications, ensuring compliance with regulatory standards.

The CSA supports both planning and client account management workflows, attending client meetings, and following up on meetings to maintain a high standard of client experience.