Client Service Associate - Financial Services at LARSON FINANCIAL HOLDINGS, LLC

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Sep, 26

Salary

0.0

Posted On

19 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Financial Planning, Data Gathering, Calendar Management, Microsoft Office, Outlook, Problem Solving, Written Communication, Verbal Communication, Organization, Confidentiality, Multi-tasking

Industry

Financial Services

Description

Description Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO area 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. Requirements 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 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

Responsibilities

Manage client service operations and operational duties to support a financial advisor's practice. This includes scheduling meetings, processing new business, and maintaining client relationships to ensure a concierge experience.