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Wealth Client Services Specialist
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-08-13
Listing for:
Stevens Foster Financial Advisors
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Stevens Foster Financial Advisors is seeking a Client Service Associate to provide operational and client service support across Financial Planning, Tax, and Investment teams. The CSA ensures accurate handling of account activity, tax workflows, money movement, and client communications in a regulated environment.
The role includes client meeting preparation, data accuracy, and collaboration with Advisors and Financial Planners.
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