Wealth Management Client Services Specialist - Hybrid

EmergencyMD; La Crosse (WI); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

On-site workout facility

Pet insurance

Paid volunteer time

Identity protection coverage

401k

Job summary

Trust Point Inc. in the United States is seeking a full-time Client Service Associate to support our Wealth Management team. The role focuses on maintaining and improving client relationships through timely, professional service and efficient daily support.

You will handle internal and client inquiries, assist with reports, tax payments, cash flow projections and estate tracking, and work as a liaison to clients following firm procedures. A strong MS Office skillset is required.

Qualifications

• 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.

Responsibilities

• Maintain and improve the relationship between our company and our clients, addressing questions and concerns professionally and timely
• Serve as a liaison to clients and handle behind-the-scenes administrative duties to follow procedures and guidelines
• Assist in producing financial documents such as monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support

Skills

Microsoft Office

Client communication

Education

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

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

Tools

Addvantage

On-Base

Job description

Trust Point Inc. in the United States is seeking a full-time Client Service Associate to support our Wealth Management team. The role focuses on maintaining and improving client relationships through timely, professional service and efficient daily support.

You will handle internal and client inquiries, assist with reports, tax payments, cash flow projections and estate tracking, and work as a liaison to clients following firm procedures. A strong MS Office skillset is required.