Client Service Associate - Financial Services

Description

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. 

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 plans. 
• 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 experiences 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 
• 2+ years of experience with Salesforce 
• Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc. 
• 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 
• 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