Client Service Associate

trustpointinc; La Crosse (WI); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

On-site workout facility

Pet insurance

Paid volunteer time

Identity protection coverage

401k and profit-sharing

Job summary

Trust Point Inc. in Wisconsin is seeking a Client Service Associate to support our Wealth Management team. You will handle client inquiries, perform administrative tasks, and contribute to accurate financial reporting.

The role requires a 2-year or 4-year degree, proficiency with Microsoft Office, and the ability to learn our Addvantage and On-Base systems. The position is full-time and hybrid, Monday–Friday, 8am–5pm, with a strong team culture.

Qualifications

• 2 year degree in Business, Accounting, Finance or related field is required.
• 4 year degree in Business, Accounting, Finance or related field is preferred.
• Background or knowledge in tax and estate planning is preferred.
• Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
• Ability to learn company programs Addvantage and On-Base.

Responsibilities

• Maintain and improve relationships with clients and support the Wealth Management team.
• Handle internal and external client questions and important administrative duties.
• Prepare financial documents including reports, estimated tax payments, and estate tracking support.

Skills

Excellent communication

Organizational skills

Education

2 year degree in Business, Accounting, Finance or related field

4 year degree in Business, Accounting, Finance or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Addvantage

On-Base

Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 9th 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 pies!

Learn more about our culture here: Trust Point Culture Video

A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE

As 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 ASSOCIATE

• 2 year degree in Business, Accounting, Finance or other related field, required
• 4 year degree in Business, Accounting, Finance or other related field, preferred
• A background or working knowledge in tax and estate planning, preferred
• Proficiency 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 fit!

WORK SCHEDULE

This 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.