Larson Wealth Partners, LLC is seeking a detail-oriented Client Services Associate to support our advisors and deliver an exceptional client experience. In this role, you will be a primary contact for client service needs, process account opening and maintenance requests, prepare reports and meeting materials, and maintain accurate records in our CRM. You will coordinate client meetings, ensure paperwork is complete and compliant, and handle sensitive financial information with professionalism.
This position is ideal for someone who is client-focused, organized, eager to learn, and interested in building a career in wealth management within a collaborative, community-minded firm.
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This position is listed as full time and onsite.