Client Service Associate

November 5

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Larson Financial

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Financial Planning • Financial Advising • Physician • Doctor • Dentist

51 - 200

Description

• Larson Financial Group (LFG) specializes in creating and nurturing relationships with medical professionals to achieve their financial goals • Seeking a Client Service Associate to manage client service operations of an Advisor’s practice • Direct contact working with clients to achieve their financial goals by performing operational duties • Ensure that the Advisor spends their time in meetings and prospecting

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 • 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 • Proficiency with Microsoft Office and Outlook • Exceptional organization and problem solving

Benefits

• Profit Sharing Bonus Program • 401(k) Employer Match up to 4% • Medical Insurance (HDHP HSA 5000 plan is 100% ER PD – other plans available with shared cost) • Dental Insurance • Vision Insurance • ER PD Long Term Disability Insurance • ER PD Life Insurance • ER PD EAP • 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