Senior Client Service Associate

Larson Financial Holdings•St. Louis, MO

About The Position

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 Senior 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 an experienced, motivated client services team member to make a meaningful impact within a growing financial services practice. 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.

Requirements

3 – 5 years 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

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.