Client Service Associate - Financial Services

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.

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

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