Wealth Management Client Services Specialist - Hybrid
Job in
La Crosse, La Crosse County, Wisconsin, 54602, USA
Listed on 2026-08-08
Listing for:
EmergencyMD
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Trust Point Inc. in the United States is seeking a full-time Client Service Associate to support our Wealth Management team. The role focuses on maintaining and improving client relationships through timely, professional service and efficient daily support.
You will handle internal and client inquiries, assist with reports, tax payments, cash flow projections and estate tracking, and work as a liaison to clients following firm procedures. A strong MS Office skillset is required.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×