Client Services Associate

Job Description

Job Description

Description:

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.

• Onboarding new clients, assist with client requests, preparing new account forms, client review reporting, etc.
• Maintain scheduling, within parameters set for multi-advisors.
• Prepare and run reporting as needed.
• Process required reporting, distributed to designated parties.
• Oversee daily office operations and ensure smooth workflow.
• Manage and coordinate office administrative procedures and systems.
• Maintain office efficiency by implementing and optimizing office processes.
• Handle scheduling, planning, and organizing meetings, appointments, and events.
• Manage office budgets, expense reports, and financial records.
• Oversee procurement and inventory of office supplies and equipment.
• Liaise with building management and external vendors for facility maintenance and service contracts.
• Handle incoming and outgoing correspondence, including mail and phone calls.
• Manage the office's document management system and ensure confidentiality.
• Provide administrative support to senior management as needed.
• Coordinate travel arrangements and accommodations for staff. 

Requirements:

• Minimum 2-3 years of relevant work experience
• Bachelor’s degree preferred
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint
• Able to interface and articulate well with 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 Activities