Client Service Associate
Company: Larson Wealth Partners, LLC
Location: Minneapolis
Posted on: January 13, 2026
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Job Description:
Larson Wealth Management, a leader in personalized financial
planning and investment management, seeks a Client Service
Associate to join our dedicated team. This role is vital as it
bridges the gap between our clients and their financial ambitions
through outstanding service and support. As a Client Service
Associate, you will work closely with financial advisors to prepare
client documents, manage accounts, respond to client inquiries, and
provide comprehensive administrative support, ensuring our
commitment to helping clients achieve their financial goals through
expert guidance and personalized financial strategies. Assist in
the preparation and management of client documentation and
financial plans. Handle daily client transactions and inquiries
promptly and efficiently, ensuring client satisfaction. Support
financial advisors in the research and analysis of client
portfolios. Schedule and confirm appointments between clients and
financial advisors. Maintain up-to-date knowledge of clients'
financial status and goals, and communicate relevant insights to
team members. Assist with the development of client presentations
and other communications. Ensure compliance with all regulatory and
privacy frameworks in handling client data. Strong organizational
and clerical skills Excellent communication and interpersonal
skills Proficient in Microsoft Office and various financial
management software Adept at handling sensitive information
confidentially Ability to multi-task and maintain attention to
detail in a fast-paced environment Medical Insurance Dental
Insurance Vision Insurance Life Insurance 401k FINRA Series 7 and
66 licenses preferred Certified Financial Planner (CFP)
certification is an advantage
Keywords: Larson Wealth Partners, LLC, Minneapolis , Client Service Associate, Accounting, Auditing , Minneapolis, Minnesota