Hybrid Client Service & Operations Associate
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-08-29
Listing for:
Stevens Foster Financial Advisors
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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