Client Services Associate

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