Larson Wealth Partners, LLC
Client Service Associate - Financial Services
Larson Wealth Partners, LLC, Minneapolis, Minnesota, United States, 55400
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
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 record‑keeping and support regulatory compliance in all workflows.
Provide high‑level support to advisors by anticipating needs and keeping client processes on track.
Expectations & Qualifications
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.
Be reliable and responsive to every financial need of the client.
2+ years of experience with Salesforce.
Proficiency with Microsoft Office including SharePoint, OneDrive, Outlook, etc.
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 skills.
Benefits
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP, HSA plans with 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
#J-18808-Ljbffr
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
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 record‑keeping and support regulatory compliance in all workflows.
Provide high‑level support to advisors by anticipating needs and keeping client processes on track.
Expectations & Qualifications
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.
Be reliable and responsive to every financial need of the client.
2+ years of experience with Salesforce.
Proficiency with Microsoft Office including SharePoint, OneDrive, Outlook, etc.
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 skills.
Benefits
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP, HSA plans with 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
#J-18808-Ljbffr