Client Service Associate
2 days ago
EXPERIENCE OUR CULTURE JOIN OUR TEAMRecognized as a "Best Place to Work" for the 8th year in a row Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team. We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan. ABOUT TRUST POINT INC.For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple piesLearn more about our culture here: Trust Point Culture VideoTrust Point also supports ongoing learning through employer-paid certifications and relevant continuing education A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATEAs a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines. In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support. QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE2 year degree in Business, Accounting, Finance or other related field, required4 year degree in Business, Accounting, Finance or other related field, preferredA background or working knowledge in tax and estate planning, preferredProficiency in Microsoft Office Suite including Word, Excel, and Outlook. The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fitWORK SCHEDULEThis is a full-time hybrid position working Monday-Friday, 8am-5pm.Trust Point is proud to be an equal opportunity workplace.We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.Job Posted by ApplicantPro
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Client Service Associate
3 days ago
La Crosse, United States EmergencyMD Full timeEXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a ""Best Place to Work"" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team. We offer a complete...
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Wealth Management: Client Service Associate
22 hours ago
La Crosse, United States EmergencyMD Full timeA financial services firm in La Crosse is seeking a full-time Client Service Associate to support their Wealth Management team. The ideal candidate should have a 2-year degree in a relevant field and excellent communication skills. You will be responsible for maintaining client relationships, addressing inquiries, and assisting in financial document...
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La Crosse, WI, United States Trust Point Inc. Full timeA financial services company in Wisconsin is seeking a polished Client Service Associate to support their Wealth Management Team. This full-time hybrid role involves maintaining client relationships, addressing inquiries, and producing financial documents. Ideal candidates will have a 2-year degree and strong communication skills. This position offers a...
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La Crosse, WI, United States Trust Point Inc. Full timeA financial services company in Wisconsin is seeking a polished Client Service Associate to support their Wealth Management Team. This full-time hybrid role involves maintaining client relationships, addressing inquiries, and producing financial documents. Ideal candidates will have a 2-year degree and strong communication skills. This position offers a...
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La Crosse, WI, United States Trust Point Inc. Full timeA financial services company in Wisconsin is seeking a polished Client Service Associate to support their Wealth Management Team. This full-time hybrid role involves maintaining client relationships, addressing inquiries, and producing financial documents. Ideal candidates will have a 2-year degree and strong communication skills. This position offers a...
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La Crosse, WI, United States Trust Point Inc. Full timeA financial services company in Wisconsin is seeking a polished Client Service Associate to support their Wealth Management Team. This full-time hybrid role involves maintaining client relationships, addressing inquiries, and producing financial documents. Ideal candidates will have a 2-year degree and strong communication skills. This position offers a...
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Work From Home
2 days ago
La Crosse, United States Global Elite Texas Full timeWork From Home - Client Services AssociateExperience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual.Through providing personalized benefits solutions, youll be the architect of your clients...
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Client Services Coordinator
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La Crosse, United States Wisconsin Psychiatric Association Full timeSummary Pivot seeks a Client Services Coordinator to join our team ahead of the 2026 election cycle. This is a fully remote position in our Client Services Department. The Client Services Coordinator oversees the lifecycle of an advertising campaign and ensures the team is on track to meet all deadlines. Key responsibilities include managing team workflow,...
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Veterinary Client Service Representative
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La Crosse, Wisconsin, United States La Crosse Veterinary Clinic Full timeDo you love solving puzzles, helping people, and making pets' lives better? Join our collaborative, Fear Free certified team at La Crosse Veterinary Clinic, where curiosity, compassion, and clear communication are valued every day. We're looking for a Client Service Representative who enjoys connecting with people, learning new things, and creating calm,...
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Customer Service Associate
4 weeks ago
La Crosse, United States Raising Cane's Full timeCustomer Service AssociateAs an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be responsible for taking orders in the drive-thru, assembling orders, delivering food to customers, cleaning the dining...
