What are the responsibilities and job description for the Client Services Associate position at Larson Financial Group, LLC?
Description
At Larson Financial Group LLC, we are a goal-oriented organization driven by a warrior spirit mindset. We value discipline, accountability, attention to detail, and we lead with a servant leadership philosophy. As a key member of our team, your strong organizational skills and commitment to accuracy will play a vital role in maintaining the firm’s financial stability and continued growth.
We are currently seeking a Client Service Associate – Financial Services in the St. Louis, MO area to support the client service operations of an Advisor’s practice. This is an excellent opportunity for someone looking to build a strong foundation with growth potential in financial services. In this role, you will have direct interaction with clients, helping to support them with reaching their financial goals by providing a high level of service and precision.
Larson Financial Group offers a competitive annual base salary, potential for lucrative production and profit-sharing bonuses. Additionally, we offer a generous benefits & perks package designed to support you, and your family’s health, well-being, and long-term success.
Responsibilities
- Serve as the primary contact for client service needs, ensuring clear, timely communication.
- Process new business and manage paperwork for investments, insurance, and alternative assets.
- Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.
- Maintain and track tasks, follow-ups, and plan milestones using Salesforce.
- Schedule and prepare for client meetings, including calendar management and pre-meeting materials.
- Gather and organize financial and insurance data to support planning and underwriting.
- Ensure accurate recordkeeping and support regulatory compliance in all workflows.
- Provide high-level support to advisors by anticipating needs and keeping client processes on track.
Requirements
- Previous financial advisory services or similar experience required
- Ability to work with the Advisor and other support team members to accomplish a common goal
- Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
- The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
- 2 years of experience with Salesforce
- Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc.
- Must be a self-starter and goal-oriented
- Four-year degree or equivalent work experience
- Knowledge of insurance/financial services industry
- Excellent verbal and written communication
- Service oriented attitude
- Ability to maintain confidentiality of information
- Ability to coordinate multiple tasks and priorities in a fast-paced environment
- High attention to detail
- Exceptional organization and problem solving
Larson Financial Group, LLC offers a generous employee benefits & perks package:
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical, Dental & Vision Insurance
- ER PD EAP, Long Term Disability & Life Insurance
- Voluntary Life & STD available
- Supplemental Insurance available
- Paid time Off (112 hours after 90 days)
- Holiday Pay (12 Holidays)
- Training & Education
- ER Events, Awards, Activities