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Wealth Management Client Services Associate – Hybrid

Job in La Crosse, La Crosse County, Wisconsin, 54602, USA
Listing for: Trust Point Inc.
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance, Banking & Finance
Job Description & How to Apply Below
A financial services company in Wisconsin is seeking a polished Client Service Associate to support their Wealth Management Team. This full-time hybrid role involves maintaining client relationships, addressing inquiries, and producing financial documents. Ideal candidates will have a 2-year degree and strong communication skills. This position offers a comprehensive benefits package and a supportive work environment, reflecting the company's commitment to excellence and inclusion.
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Position Requirements
10+ Years work experience
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