About this opportunity
Larson Wealth Partners, LLC lists this Client Services Associate opportunity in indianapolis, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
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
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.