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Client Service Associate
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St Louis, Missouri, United States Larson Financial Full time:Larson Financial Groupis seeking aClient Service Associate - Financial Servicesin theSt. Louis, MOarea 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...
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Client Service Associate
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St. Louis, United States Larson Financial Group, LLC Full timeDescription: Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO 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...
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Client Service Associate
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St Louis, United States Larson Financial Group, LLC Careers Full timeDescription: Interested in this role You can find all the relevant information in the description below. Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO 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...
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Client Service Associate
3 weeks ago
St Louis, United States Larson Financial Group, LLC Careers Full timeDescription: Interested in this role You can find all the relevant information in the description below. Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO 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...
Client Service Associate
1 month ago
Description: Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO 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 Associates 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 requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, to achieve timely deadlinesThe 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 them2+ years of experience with SalesforceProficiency 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 experienceKnowledge of insurance/financial services industryExcellent verbal and written communicationService oriented attitudeAbility to maintain confidentiality of informationAbility to coordinate multiple tasks and priorities in a fast-paced environmentHigh attention to detailExceptional organization and problem solvingLarson Financial Group, LLC offers a generous employee benefits & perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% ER PD)Dental InsuranceVision InsuranceER PD Long Term Disability InsuranceER PD Life InsuranceER PD EAPVoluntary Life & STD availableSupplemental Insurance availablePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, ActivitiesPI072c52eb8b51-31181-39299895
