Client Services Associate

Description:Check below to see if you have what is needed for this opportunity, and if so, make an application asap.Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. At Larson Wealth Partners, we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a well-invested future.We are seeking a talented and resourceful Client Services Associate. The ideal candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. The Client Services Associate position offers competitive pay, a generous bonus program and comprehensive benefits package.Responsibilities:All office administration duties, including, answering phones, emails, setting up client meeting, converting paper document to paperless, postage meter maintenance, annual shredding, etc.Office supply coordinatorTechnology support liaisonBuilding service requestsFacilities and business services managementEvents planning as requiredOnboarding new clients, assist with client requests, preparing new account forms, client review reporting, etc.Maintain scheduling, within parameters set for multi-advisorsCoordinate client meetingsSalesforce/CRM experiencePrepare and run reporting as neededProcess required reporting, distributed to designated partiesRequirements:Minimum 2-3 years of relevant work experienceBachelor's degree preferredPossess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPointAble to interface and articulate well with xijylhu all levels of employees and clients in a highly professional and friendly manner  Benefits package: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team ActivitiesPI73d0c45ca64d-3

Created: 2026-02-19