Wealth Management Client Services 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

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.