Client Service Associate

Company: Larson Wealth Partners, LLC
Location: Minneapolis
Posted on: January 13, 2026

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