Senior Client Service Associate
Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: March 20, 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 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.
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: 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 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, Belleville , Senior Client Service Associate, Accounting, Auditing , Saint Louis, Illinois
