Wealth Management Client Service Associate — Hybrid
Job in
La Crosse, La Crosse County, Wisconsin, 54602, USA
Listed on 2026-08-09
Listing for:
Trust Point Inc.
Full Time
position Listed on 2026-08-09
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Trust Point Inc. is seeking a full-time Client Service Associate in our Wealth Management department to provide comprehensive support to the team.
You will act as a primary liaison with clients, assist with administrative tasks, and help ensure smooth daily operations. The ideal candidate is detail-oriented, has strong communication skills, and is comfortable handling financial documents and client inquiries.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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