Client Service Associate — Wealth Management

Job overview

The Client Service Associate role is a hybrid position in La Crosse, WI. Compensation is not specified. The associate supports Trust Point’s Wealth Management Team, which provides financial services to individuals, families, businesses, and charitable organizations. The role helps maintain client relationships by responding to questions and concerns, handling administrative duties, and assisting with financial documents and reports. This work supports timely client service and the team’s established procedures.

What you'll do

• Respond professionally and promptly to internal and external client questions and concerns
• serve as a client liaison
• complete administrative duties according to procedures and guidelines
• assist with monthly and quarterly reports, estimated tax payments, cash and income flow projections, and estate tracking support.

What we're looking for

Skills & competencies

client service associate

wealth management

la crosse wi

trust point

hybrid

monday–friday

8 a.m.–5 p.m.

financial services

client support

administrative support

financial reports

pet insurance

paid volunteer time

Work arrangement

• Weekend coverage required

Benefits & perks

• On-site workout facility, pet insurance, paid volunteer time, identity protection coverage, 401(k), and profit-sharing plan.

Why this role

Hybrid Monday–Friday schedule, 8 a.m.–5 p.m.; benefits include an on-site workout facility, pet insurance, paid volunteer time, identity protection coverage, 401(k), and profit sharing.

About the employer

Trust Point Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.