Client Service Associate (CSA)
Employment type
Full-time
Work setting
On-site
Location
Minneapolis, MN
Schedule
Day shift
Posted
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Job overview
The Client Service Associate (CSA) is a hybrid role based in Minneapolis, MN. Compensation is not specified for this position, which supports the Stevens Foster Financial Advisors team. This role exists to provide operational and client service support across financial planning, tax, and investment teams. The associate ensures account activity, tax workflows, money movement, and client communications are handled accurately and in compliance with firm standards.
What we're looking for
- Skills & competencies
- full-timeday shiftminneapolis mnstevens fosterfinancial servicesclient servicewealth managementoperationstax supporthybridno on-call
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision insurance, 401(k) with match, Paid Time Off, Life and disability insurance
About the employer
Stevens Foster Financial Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: bbc19d2b-72b7-475f-a2ed-3ac40c65df35