Hybrid Wealth Management Client Service Specialist

Trust Point Inc.; La Crosse (WI); Hybrid; USD 48.000 - 64.000; Vollzeit

Benefits dieser Stelle

On-site workout facility

Pet insurance

Paid volunteer time

Identity protection coverage

401k and profit-sharing

Zusammenfassung

Trust Point Inc. is seeking a polished Client Service Associate to support our Wealth Management Team. This full-time, hybrid role focuses on client relationship management, administrative duties, and financial document preparation.

You will produce monthly and quarterly reports, assist with tax payments, and support estate tracking—while leveraging strong communication and organizational skills in a collaborative environment.

Qualifikationen

• Excellent communication and organizational skills.
• Ability to learn and utilize company programs.
• Experience with financial services terminology is a plus.

Aufgaben

• Maintain and improve client relationships and respond to inquiries professionally.
• Handle administrative duties and follow proper procedures and guidelines.
• Prepare monthly/quarterly reports, estimated tax payments, and estate tracking support.

Kenntnisse

Communication

Organizational skills

Attention to detail

Ausbildung

2 year degree in Business/Finance

4 year degree preferred

Tools

Microsoft Office Suite

Addvantage

On-Base

Jobbeschreibung

Trust Point Inc. is seeking a polished Client Service Associate to support our Wealth Management Team. This full-time, hybrid role focuses on client relationship management, administrative duties, and financial document preparation.

You will produce monthly and quarterly reports, assist with tax payments, and support estate tracking—while leveraging strong communication and organizational skills in a collaborative environment.