Client Services Associate at LARSON FINANCIAL HOLDINGS, LLC

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jun, 26

Salary

0.0

Posted On

18 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Accuracy, Client Service, Salesforce, Calendar Management, Recordkeeping, Compliance, Communication, Problem Solving, Attention To Detail, Microsoft Office, SharePoint, One Drive, Outlook, Confidentiality, Task Coordination

Industry

Financial Services

Description

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

Responsibilities

The Client Services Associate will serve as the primary contact for client service needs, managing communication, processing new business for investments and insurance, and coordinating various financial transactions. This role also involves maintaining records using Salesforce, scheduling meetings, and providing high-level support to advisors by anticipating needs.