Client Service Associate - Financial Services

📌 Core Information

🔹 Job Title: Client Service Associate - Financial Services

🔹 Company: Larson Wealth Partners, LLC

🔹 Location: Indianapolis, Indiana, United States

🔹 Job Type: On-site

🔹 Category: Not Specified

🔹 Date Posted: Tue Apr 01 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Managing client service operations for financial advisors
• Direct client interaction to support financial goals
• Operational and organizational duties
• Ensuring advisors are focused on client meetings and prospecting

ASSUMPTION: This role caters to individuals who can thrive in a dynamic financial services environment, helping clients achieve their financial objectives through effective management and support.

📋 Key Responsibilities

✅ Develop campaigns to enhance client penetration in existing markets

✅ Provide outstanding client service to maintain top-tier client relationships

✅ Gather client data to aid in the preparation of financial plans

✅ Enter and manage data in Contact Management and Financial Planning software

✅ Maintain and schedule all calendar events and confirm meetings

✅ Implement client experiences to ensure ongoing referrals

✅ Follow up and process new business while managing existing client relationships

✅ Use emails and notes to track planning processes and client communications

ASSUMPTION: Responsibilities include comprehensive client service management skills, requiring the CSA to be highly organized and proactive in ensuring client satisfaction and advisor productivity.

🎯 Required Qualifications

Education: Four-year degree or equivalent work experience

Experience: Previous experience in financial advisory services

Required Skills:

• Knowledge of the insurance and financial services industry
• Excellent verbal and written communication skills
• Service-oriented attitude

Preferred Skills:

• Proficiency with Microsoft Office and Outlook
• High attention to detail and problem-solving skills

ASSUMPTION: The candidate must be adept at managing client interactions and supporting financial planning activities while being flexible and dynamic in a fast-paced environment.

💰 Compensation & Benefits

Salary Range: Not specified, but includes potential for performance-based income

Benefits:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical, Dental, and Vision Insurance
• 100% employer-paid high-deductible health plan options
• Shared cost plans available
• Long Term Disability and Life Insurance
• Paid Time Off (after 90 days) and Holiday Pay

Working Hours: 40 hours per week

ASSUMPTION: Compensation includes competitive benefits and potential for performance-based income, appealing to candidates seeking both stability and opportunity for growth.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 201-500 employees, indicating a medium-sized company with potential for personal attention to employee development

Founded: 2006, with a track record of growth and stability

Company Description:

• Commitment to personalized, comprehensive financial solutions for high-net-worth individuals
• Focused on asset protection and strategic financial planning
• Goals to navigate complex financial landscapes for clients

Company Specialties:

• Financial Planning
• Investment Management
• Retirement Planning

Company Website: https://www.larson.com/

ASSUMPTION: Larson Wealth Partners, LLC, leverages its industry experience and employee base to offer specialized, client-centered financial services, ideal for professionals looking to impact strategic financial outcomes.

📊 Role Analysis

Career Level: Entry to mid-level, suitable for candidates with 2-5 years of experience

Reporting Structure: Typically reports to an advisor or team lead within the practice

Work Arrangement: Full-time, on-site position ensuring hands-on support and interaction

Growth Opportunities:

• Potential for advancement within financial practice management
• Development of skills in client relationship management
• Opportunities for performance-based financial incentives

ASSUMPTION: The role provides significant room for professional growth, encouraging candidates eager for career development and skill enhancement within financial services.

🌍 Location & Work Environment

Office Type: Professional, corporate office setting

Office Location(s): Indianapolis, Indiana

Geographic Context:

• Located in a major U.S. city offering a robust financial services market
• Access to a wide range of professional networks
• Proximity to key financial and business districts

Work Schedule: Standard full-time office hours with some flexibility expected for client meetings

ASSUMPTION: The work environment is conducive to interaction and collaboration, essential for effective client management and service delivery.

💼 Interview & Application Insights

Typical Process:

• Initial resume screening
• Phone or video interview with HR
• In-person interviews with the team/management

Key Assessment Areas:

• Client service skills
• Financial industry knowledge
• Communication and problem-solving abilities

Application Tips:

• Highlight your experience in financial services
• Demonstrate strong communication and organizational skills
• Showcase specific client service successes

ATS Keywords: Client Service, Financial Planning, Attention to Detail, Problem Solving, Confidentiality

ASSUMPTION: The application process is thorough to ensure candidates align well with the company's service-oriented and detail-focused approach.

🛠️ Tools & Technologies

• Microsoft Office Suite and Outlook
• Contact Management Systems
• Financial Planning software

ASSUMPTION: Proficiency in these tools is essential for managing client information and supporting financial analyses effectively.

👔 Cultural Fit Considerations

Company Values:

• Commitment to responsible financial management
• Focus on personalized client service
• Dedication to employee development and performance

Work Style:

• High attention to detail
• Proactive problem solving
• Team collaboration and support

Self-Assessment Questions:

• Do you thrive in a detail-oriented and client-focused environment?
• Are you comfortable working in a fast-paced, dynamic setting?
• Can you efficiently balance multiple tasks and priorities?

ASSUMPTION: Successful candidates will align with Larson's client-centered values and their emphasis on performance and collaboration.

⚠️ Potential Challenges

• Adapting to the fast-paced and dynamic nature of the financial services sector
• Managing multiple client relationships concurrently
• Ensuring accuracy and confidentiality in handling sensitive information
• Staying updated with financial products and regulatory changes

ASSUMPTION: Candidates should be prepared for a demanding environment where attention to detail and adaptability are crucial for success.

📈 Similar Roles Comparison

• Client Service Associate at other financial advisory firms
• Customer Service Specialist in the banking sector
• Financial Analyst roles focused on client management

ASSUMPTION: Similar roles across the industry emphasize client interaction and service excellence, with potential variations in specific responsibilities and focus areas.

📝 Sample Projects

• Developing a financial data organization strategy for client records
• Implementing a client referral program to increase business growth
• Organizing and managing a series of client appreciation events

ASSUMPTION: Sample projects would likely focus on enhancing client service delivery and improving operational efficiency within the practice.

❓ Key Questions to Ask During Interview

• What are the current challenges facing the client service team?
• How does the role of a Client Service Associate contribute to Larson's overall goals?
• What support systems are in place for professional development?
• Can you describe a typical day for someone in this role?
• How do you measure success for this position?

ASSUMPTION: These questions aim to provide candidates a better understanding of the role's expectations and potential career trajectory at Larson Wealth Partners.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Include a cover letter detailing your relevant experience and skills
• Prepare an updated resume highlighting your client service experience
• Be ready to provide professional references upon request
• Familiarize yourself with Larson Wealth Partners' services

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.