Wealth Management Client Service Associate (Hybrid)

Trust Point Inc.; La Crosse (WI); Ibrido; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

On-site workout facility

Pet insurance

Volunteer time paid

Identity protection

401k and profit sharing

Descrizione del lavoro

Trust Point Inc. is hiring a full-time Client Service Associate in our Wealth Management department. The role supports the Wealth Management Team with client service, administrative duties, and financial document preparation.

The position is hybrid, Monday–Friday, 8am–5pm, with benefits including on-site workouts, pet insurance, paid volunteer time, identity protection, and a robust 401(k) and profit-sharing plan.

Competenze

• 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.

Mansioni

• Maintain and improve the relationship between the company and clients, addressing inquiries in a professional and timely manner.
• Assist in producing financial documents including monthly/quarterly reports, tax payments, and estate tracking support.

Conoscenze

Communication

Organization

Attention to detail

Formazione

2-year degree in Business/Accounting/Finance or related

4-year degree in Business/Accounting/Finance or related (preferred)

Strumenti

Word

Excel

Outlook

Addvantage

On-Base

Descrizione del lavoro

Trust Point Inc. is hiring a full-time Client Service Associate in our Wealth Management department. The role supports the Wealth Management Team with client service, administrative duties, and financial document preparation.

The position is hybrid, Monday–Friday, 8am–5pm, with benefits including on-site workouts, pet insurance, paid volunteer time, identity protection, and a robust 401(k) and profit-sharing plan.