What are the responsibilities and job description for the Client Service Associate position at Trivergent Trust Company?
At Trivergent Trust Company, we are dedicated to delivering exceptional wealth management services to our select group of high-net-worth families and their related entities. As a trusted partner, we provide comprehensive strategic planning, asset and investment management, trustee and estate management, and customized family office services.
We are seeking a skilled Client Service Specialist to join our team. This is a local, in-office position that requires strong analytical skills, effective communication, and attention to detail.
Key Responsibilities:
- General client communications (calls, emails, and mailings)
- Process client account transactions and monitor cash balances
- Maintain financial reports, schedules, and account reconciliations
- Assist in preparing materials and reports for client meetings
- Assist with researching and resolving client matters
- Document retention and storage
Required Skills and Qualifications:
- Associate degree required, bachelor's degree preferred
- Basic knowledge of wealth management concepts
- Strong knowledge of Microsoft Office products
- Experience in client service and transaction processing
Benefits:
- Competitive compensation package
- Paid time off
- 401k plan
- Medical, dental, and vision insurance
- HSA and life insurance
What We Offer:
As a valued member of our team, you will have opportunities for career growth and development in a supportive and collaborative work environment. Our team is committed to excellence and strives to make a positive impact on the lives of our clients.
