Wealth Management Client Services Associate Hybrid

16 hours ago


La Crosse, WI, United States Trust Point Inc. Full time

A 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 comprehensive benefits package and a supportive work environment, reflecting the company's commitment to excellence and inclusion.

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