What are the responsibilities and job description for the Associate Relationship Manager position at Trust Point Inc.?
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, 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 vacation. In 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.