Client Service Associate - Financial Services

All Jobs  >  Client Service Associate - Financial Services Apply Client Service Associate - Financial Services St. Louis, MO Apply Job Type Full-time Description Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO area to manage the client service operations of an Advisor’s practice. This position will have direct contact in working 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 plan.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 experience 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 requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, to achieve timely deadlinesThe 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 themMust be a self-starter and goal-oriented requirements: Skills and Experience:Four-year degree or equivalent work experienceKnowledge of insurance/financial services industryExcellent verbal and written communicationService oriented attitudeAbility to maintain confidentiality of informationAbility to coordinate multiple tasks and priorities in a fast-paced environmentHigh attention to detailProficiency with Microsoft Office and OutlookExceptional organization and problem solvingLarson Financial Group, LLC offers a generous employee benefits & perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% ER PD – other plans available with shared cost)Dental InsuranceVision InsuranceER PD Long Term Disability InsuranceER PD Life InsuranceER PD EAPVoluntary Life & STD availableSupplemental Insurance availablePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, Activities Apply View All Jobs