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Trust Point - La Crosse, WI
posted 4 days ago
About the position
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. 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, 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.
Responsibilities
- Maintain and improve the relationship between the company and clients.
- Address internal and external client questions and concerns in a professional and timely manner.
- Serve as a liaison to clients.
- Handle administrative duties to follow proper procedures and established guidelines.
- Assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections, and estate tracking support.
Requirements
- 2 year degree in Business, Accounting, Finance or other related field, required.
- Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
- Ability to learn, understand and utilize company specific programs including Addvantage and On-Base.
Nice-to-haves
- 4 year degree in Business, Accounting, Finance or other related field, preferred.
- A background or working knowledge in tax and estate planning, preferred.
Benefits
- On-site workout facility
- Pet insurance
- Paid volunteer time
- Identity protection coverage
- Generous 401k and profit-sharing plan
