Client Services Associate
Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: April 7, 2026
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Job 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
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Keywords: Larson Financial Group, LLC, St. Louis , Client Services Associate, Accounting, Auditing , Saint Louis, Missouri
