Client Service Associate Specialist
3 weeks ago
Job Title: Client Service Associate
About the Role:
We are seeking a polished and professional Client Service Associate to provide full-time support to our Wealth Management Team. The ideal candidate will possess excellent communication and organizational skills, as well as the ability to work well with others in the organization.
About Trust Point Inc.:
For over 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses, and charitable organizations. We value each of our staff members and their input, and we strive to provide outstanding client service to help our clients achieve their financial goals.
Day-to-Day Responsibilities:
- Address internal and external client questions and concerns in a professional and timely manner
- Serve as a liaison to our clients and handle administrative duties to follow proper procedures and established guidelines
- Utilize organizational skills, attention to detail, and knowledge of numbers to assist in the production of financial related documents
Requirements:
- 2-year degree in Business, Accounting, Finance, or other related field
- Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
- Ability to learn and utilize company-specific programs, including Addvantage and On-Base
Benefits:
- Competitive salary: $55,000 - $65,000 per year
- On-site workout facility
- Pet insurance
- Paid volunteer time
- Identity protection coverage
- Generous 401(k) and profit-sharing plan
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