Larson Financial · 5 hours ago
Client Service Associate - Financial Services
Minneapolis, Minnesota
Full-time
Onsite
Entry, Mid Level
2+ years expLarson 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 role involves direct client contact to help achieve financial goals through operational duties and diligent follow-up.
AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management
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 recordkeeping and support regulatory compliance in all workflows
Provide high-level support to advisors by anticipating needs and keeping client processes on track
Qualification
Required
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
Benefits
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
Company
Larson Financial
Larson Financial is a financial services company offering life insurance and mortgage loans services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
P
Paul Larson
CEO
Recent News
The Business Journals
2024-04-11
2024-02-10
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