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 :

Larson Financial Group, LLC offers a generous employee benefits & perks package :

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