Client Service Associate

Job Description

Job Description

Salary : $55,000 - $70,000

Stevens Foster Financial Advisorsis a Bloomington, MN based wealth management firm, offering comprehensive financial planning & tax services to high-net-worth individuals and corporate executives.

Were looking for a full time Client Service Associate to join our team. Our Client Service Associates work closely with our Client Account Managers and Tax & Planning Departments, as part of a team, to assist in client meetings, maintain client records, and manage our client relationships.

Responsibilities Include :

• Preparation of account paperwork, i.e. new accounts, beneficiary forms and insurance applications
• Processing of money movement & gifting of funds to individuals & charities
• Updating and maintaining client balance sheets & custody spreadsheet audits
• Updating and maintaining client records & files
• Completing ongoing data checks within our CRM
• Daily administrative tasks, i.e. monitoring cash, reaching out to clients for information & client portal access
• General administrator duties, i.e. processing mail, monitor firm's email, answering the phone, greeting clients
• Tax department support, including but not limited to : mailing of tax organizers, processing of paper or electronic tax organizers (along with supporting tax documents), prepare initial list of missing information, e-filing tax returns, etc.
• Creating, monitoring & processing of client agreements
• Eventual responsibilities with employee benefits & compliance tasks
• Other tasks as assigned

Required Skills and Experience :

Benefits :

Schedule :