Client Service Associate

The Client Service Associate (CSA) supports Stevens Foster’s advisors, planners, and operational teams by ensuring all account activity, documentation, and client communications are completed accurately, promptly, and in compliance with industry standards. This role is central to delivering a high-quality client experience, supporting both day-to-day service needs and the firm’s integrated Planning–Tax–Investments model. CSAs assist with account operations, paperwork, money movement, client inquiries, meeting preparation, and administrative workflows. They maintain accurate records, coordinate with custodians, and support tax-season operations. This position requires exceptional attention to detail, strong communication skills, and a commitment to providing proactive, reliable client service. Key Responsibilities Account Operations & Documentation Prepare, process, and track all account paperwork, including new accounts, transfers, beneficiary changes, and insurance applications Coordinate, initiate, and monitor money movement such as wires, transfers, and charitable gifting Maintain accurate and compliant client records in AdvisorEngine/Junxure, custody spreadsheets, and eMoney Net Worth Statements Create, process, and monitor client agreements, ensuring compliance with internal standards and regulatory requirements Client Service & Communication Respond to client inquiries and deliver timely, professional support Track and complete follow-up items, ensuring all client requests receive prompt resolution Meeting Preparation & Advisor Support Collaborate with Advisors and Financial Planners to ensure accurate data and materials are prepared for client meetings Tax Season Support Assist the Tax Team by sending electronic tax organizers, processing incoming tax documents, tracking missing information, and supporting e-filing workflows Coordinate mailings of tax related documents and maintain accurate tracking of tax related client correspondence. Administrative & Office Support Support firmwide administrative tasks including phones, mail, scanning, and internal communication routing Assist with general operational needs during peak periods Qualifications Education & Experience Minimum 2 years of administrative experience required; financial services or wealth management experience strongly preferred Associate’s degree in Administrative, Business, Finance, or related field preferred (or equivalent experience) Technical Skills Experience with AdvisorEngine/Junxure, Fidelity, Schwab, and eMoney strongly preferred Proficiency with Microsoft Office (Word, Excel, Outlook) Strong accuracy and attention to detail when handling financial, investment, and tax information Professional Skills & Attributes Excellent client service and communication skills, with a professional and empathetic demeanor Strong problem-solving skills and ability to manage multiple priorities High level of discretion when handling confidential information Collaborative, organized, and eager to learn cross-functional workflows Compensation Base salary: $55,000 – $70,000 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 time—our clients’ and our team’s. 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. You’ll contribute to meaningful client outcomes, sharpen your craft, and grow in a firm that invests in both technical skill and human development. If you’re 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.