Associate Relationship Manager

About Trust Point Inc.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open‑door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here:
Trust Point Culture Video

Trust Point also supports ongoing learning through employer‑paid certifications and relevant education.

Trusted Financial Services invests in talent. We are looking to hire a full‑time Associate Relationship Manager to join our Wealth Management team. The role requires a passion for finance, investments, and planning to build impactful, trustworthy and long‑lasting relationships with clients.

We offer a complete line of benefits including health, dental, life, long‑term disability, paid holidays and vacation. In addition, we provide a generous 401(k) and profit‑sharing plan.

• Serve as a primary client contact, delivering timely information, managing inquiries, preparing reports, and ensuring accurate account administration and documentation.
• Coordinate proactive client engagement, including call programs, review meetings, senior leadership touchpoints, and event invitations.
• Analyze client data to identify service opportunities and process improvements.
• Build and maintain strong client relationships and collaborate with external advisors (attorneys, accountants, consultants) to support client objectives.
• Partner with internal teams across compliance, operations, and investments to ensure seamless client service.
• Represent the firm through industry networking, business forums, and community involvement to strengthen market presence.
• Engage in ongoing professional development, maintaining certifications and expanding trust and investment knowledge through training, seminars, and conferences.

• 4‑year degree in Business, Accounting, or Finance (preferred).
• 2‑3 years in client‑facing roles, account management, or financial services; experience in a relevant business environment.
• Excellent written and verbal communication, negotiation, problem‑solving, organization, and relationship‑building skills.

This position requires excellent communications and interpersonal skills, including relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building, and work coordination.

Full‑time hybrid position working Monday–Friday, 8am‑5pm.

Trust Point is proud to be an equal‑opportunity workplace. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team—one that makes better decisions, drives innovation, and delivers better business results.