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Description : Job Summary
Job Summary
Have you been thinking about starting a career in the Financial Service industry? Do you enjoy helping people and providing top notch customer service?
Apply to be a Service Associate! At Trilogy Financial, the Service Department is a newly formed team that is dedicated to support Trilogy's financial advisors.
We are always seeking new candidates that want to be part of a growing team. The Service Associate is an entry level, non-registered role that focuses on supporting the day-to-day operations, including data entry, mailings, and customer service.
You will have the opportunity to learn about our core business while building relationships with our top advisors. Join the team and be a part of creating a positive Trilogy Experience for our clients.
Benefits Summary
Competitive Compensation
Comprehensive Health, Dental and Vision Insurance
Life and Disability Coverage
Paid Time Off and Holidays
401(k) matching
Eligible Profit Sharing
Career Development, Mentorship and Education
Team Events and Parties
Achievement Awards and Trips
Essential Duties / Responsibilities
Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfers.
Work with advisors in obtaining the required documents based on the type of account(s) established.
Communicating status of accounts to advisors and escalate issues as needed.
Clear and effective written and oral communication skills.
Provide reports and other information to Service Manager as requested.
Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Other duties as assigned.
This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned.
PM21
Requirements :
Minimum Qualifications
High school diploma is required
1-2 years general clerical is preferred
Client service experience is preferred
Background in financial service industry is a plus
Knowledge of administrative and clerical procedures and systems such as utilizing MS Office, paperwork processing, and other office related process
Skills Requirements
Interpersonal communication skills, both verbal and written
Ability to organize a steady stream of information, projects, and calls
Detail-oriented and an ability to multitask while meeting time-sensitive deadlines
Basic understanding of technology-solutions : Microsoft Office 365, Salesforce. Able to learn new or product-specific software as required
Ability to maintain confidentiality and professional demeanor
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. The position and duties must be performed in the branch office.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls.
The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and / or move up to 10 pounds.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
The noise level in the work environment is usually low to moderate.
This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time
Compensation details : 23-26 Hourly Wage
PI9a6230f12c50-26289-34391607
Last updated : 2024-05-04
Full Time
$97k-131k (estimate)
05/05/2024
08/04/2024
trilogyfs.com
TORRANCE, CA
50 - 100
1999
Private
JIM LENOUE
$5M - $10M
Trilogy offers financial planning services.
The job skills required for Service associate include Building Relationships, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Service associate positions, which can be used as a reference in future career path planning. As a Service associate, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Service associate. You can explore the career advancement for a Service associate below and select your interested title to get hiring information.
If you are interested in becoming a Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Service Associate job description and responsibilities
Sales and customer service associates are employees who are responsible for closing out sales deals and attending to customer needs.
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Many customer service associates are full-time employees, although some may work part-time or as temporary employees.
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A strong associate will be able to quickly understand the customer’s problem and propose the best solution.
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The customer service associate at the Home Depot follows procedures for price changes and new products.
12/13/2021: Nashville, TN
Customer Service Associate assist customers with emergency problems or unexpected situations Providing solutions for customer problems.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Service Associate jobs
Typically, a customer service associate will need to obtain their high school diploma or GED.
02/27/2022: Spokane, WA
Conduct research on the employer, hiring manager, and job opportunity.
02/27/2022: Greenville, MS
Communicate as efficiently as possible.
02/04/2022: Saginaw, MI
Don’t pursue close personal relationships with the team.
01/12/2022: Clarksville, TN
Stop Complaining About Missed Calls.
01/18/2022: Cedar Falls, IA
Step 3: View the best colleges and universities for Service Associate.