Associate Relationship Manager

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a Best Place to Work for the 8th year in a row by Business Intelligence Group Trust Point Inc. of La Crosse WI. is looking to hire a full-time Associate Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance investments and planning to build impactful trustworthy and long-lasting relationships with their clients.

We offer a complete line of benefits including health dental life long-term disability paid holidays and paid addition we also offer a very generous 401k and profit-sharing plan.

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.

A DAY IN THE LIFE OF AN ASSOCIATE RELATIONSHIP MANAGER

• 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 their 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

Requirements:

• 4 Year degree Business Accounting or Finance Preferred
• 2-3 years in client-facing roles account management or financial services Years work experience in relevant business environment
• Excellent communication (written/verbal) negotiation problem-solving organization and relationship building skills

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

WORK SCHEDULE

This is a 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.

Required Experience:

Manager