Service - medical associates

Larson Financial Groupis seeking aClient Service Associate - Financial Servicesin theMinneapolis, MNarea to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact 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. 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. Maintain and track tasks, follow-ups, and planning 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. Previous financial advisory services or similar experience required ~ Ability to work with the Advisor and other support team members to accomplish a common goal ~ 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. ~ Four-year degree or equivalent work experience ~ Knowledge of insurance/financial services industry ~ Service oriented attitude ~ Larson Financial Group, LLC offers a generous employee benefits & perks package: ~ Profit Sharing Bonus Program ~Medical Insurance (HDHP HSA plans are 100% ER PD – other plans available with shared cost) ~ Dental Insurance ~ ER PD Long Term Disability Insurance ~ ER PD Life Insurance ~ ER PD EAP ~ Holiday Pay (12 Holidays) ~ Training & Education ~

Created: 2026-02-28