Client Service Associate (CSA)
$65,000–$65,000 year
HybridBloomington, Minnesota, United States
Job Summary
Respond to client inquiries, track follow-up items, and collaborate with advisors to prepare data for client meetings. Process new accounts, transfers, and beneficiary changes while executing money movement transactions like wires and EFTs. Maintain accurate client records in AdvisorEngine/Junxure and ensure all activities meet regulatory compliance standards. Assist with tax workflow coordination by organizing documents, tracking missing information, and supporting e-file documentation. Provide firmwide administrative support including phone handling, mail processing, and scanning during peak planning and tax seasons. Full-time Monday through Friday schedule with hybrid work options available. Stevens, Foster Financial Advisors offers a competitive base salary, annual bonus, and comprehensive benefits including PTO, 401(k) match, and professional development reimbursement.
Required Qualifications
- Minimum 2 years of experience in financial services, wealth management, brokerage operations, or related industry.
- Experience working with securities, brokerage (individual, TODs, trusts, etc.) 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.
- Full-time schedule, Monday through Friday.
- Additional hours may be required during tax season and cyclical planning periods.
Desired Qualifications
- 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.
- Hybrid work option available in accordance with firm policy.
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