Client Service Associate - Financial Services

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 role will provide direct contact with clients to help them reach their financial goals by performing operational duties, delivering diligent follow-up, and maintaining organized client information. This is a fast-paced, rapidly growing practice, and the CSA is responsible for ensuring the Advisor spends time in meetings and on prospecting. Location: Minneapolis, MN 55401. The position offers a guaranteed base salary with significant upside potential based on the performance of the individual and the practice.

Responsibilities

• Serve as the primary point of contact for client service needs, ensuring clear and timely communication.
• Process new business and complete 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.

Requirements & Experience

• Previous financial advisory services or a similar role is required.
• Ability to collaborate with the Advisor and other support team members to achieve a common goal.
• Ability to adapt to a changing environment and work at a fast pace to meet deadlines.
• Be the reliable resource for clients, ready to provide answers or have them prepared as needed.
• 2+ years of experience with Salesforce.
• Proficiency with Microsoft Office, including SharePoint, OneDrive, and Outlook.
• Self-starter with a goal-oriented mindset.

Education & Qualifications

• Four-year degree or equivalent work experience.
• Knowledge of the insurance/financial services industry.
• Excellent verbal and written communication skills.
• 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 and exceptional organization and problem-solving abilities.

Compensation

Base salary is guaranteed, with substantial upside income potential based on personal and practice performance.