Client Services 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 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 PI8f4e8cfeacf8-37456-39996725
Keywords: Larson Financial Group, LLC, Belleville , Client Services Associate, Accounting, Auditing , Saint Louis, Illinois
