Client Service Associate - Financial Services
Company: Larson Financial Group, LLC
Location: Minneapolis
Posted on: June 28, 2025
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Job Description:
Description: Larson Financial Group is seeking a Client Service
Associate - Financial Services in the Minneapolis, MN area to
manage the client service operations of an Advisor's practice. This
position will allow you to have direct contact with the clients to
achieve their financial goals by performing operational duties,
servicing clients through diligent and detailed follow-up, and
keeping organized accounts of client information. This is a
fast-paced and rapidly growing practice, and it is the Client
Service Associate's duty to ensure that the Advisor is spending
their time in meetings and prospecting. The position will be a good
fit for a driven person who desires a guaranteed salary with large
upside income potential based on the performance of the individual
and the practice. Requirements: Responsibilities include, but are
not limited to: - 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 planning 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.
Expectations: - 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 requirements: Skills and Experience: - 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 Insurance (HDHP HSA plans are 100% ER PD –
other plans available with shared cost) - Dental Insurance - Vision
Insurance - ER PD Long Term Disability Insurance - ER PD Life
Insurance - ER PD EAP - 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 PI3fe6eeea9fbd-37156-37945385
Keywords: Larson Financial Group, LLC, Saint Cloud , Client Service Associate - Financial Services, Accounting, Auditing , Minneapolis, Minnesota
