Client Service Associate

2 weeks ago

Tampa, United States Larson Financial Group, LLC Full time
Job DescriptionJob Description


Defining the Team

Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals. Our firm prides itself on living our core values, Goal Oriented, Servant Leadership and Warrior Spirit, with an emphasis on family Our team embodies the entrepreneurial spirit, is confident, believes in the power of building strong relationships, and is comfortable problem solving to meet our clients' and team member's needs.


Job Description

Larson Financial Group is seeking a Client Service Associate to manage the client service operations of an Advisor's practice. This position will have direct contact in working 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.



Responsibilities include, but are not limited to:

  • Help develop campaigns and maintain relationships to increase penetration of existing markets.
  • Provide outstanding service to reproduce top clients.
  • Gather data from clients for preparation of financial plan.
  • Enter and manipulate information into Contact Management System and Financial Planning software.
  • Maintain all calendar related items, schedule and confirm all meetings.
  • Implement client touches to create concierge experience resulting in consistent referrals.
  • Perform follow up and process new business; manage existing client relationships.
  • Use email and notes to track the next step in the planning process for client, set reminders as necessary.

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
  • 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
  • Proficiency with Microsoft Office and Outlook
  • 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 5000 plan is 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


PI339ede077dba-25405-35961758

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