Service Associate

Company: Trilogy Financial
Location: Huntington Beach
Posted on: June 24, 2022

Job Description:

Company SummaryEstablished in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $3 billion dollars in assets our clients have entrusted us to manage. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.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 TripsJob SummaryThe Service Associate (SA) is a non-registered role that will assist Trilogy advisors in administering all aspects of Trilogy's core business. The SA will perform a wide variety of administrative support duties and customer service, including data entry, preparing mailings, and responding to advisors' inquiries. Furthermore, the SA exemplifies Trilogy's client-centered core value by providing a positive client experience.Essential Duties/Responsibilities
  • Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfers
  • Organize and assist in the maintenance of complete client account and trade-related records for advisors and required files for the branch office
  • Assist advisors' requests and address any issue in a timely manner based on current procedure
  • 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
  • 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.RequirementsMinimum Qualifications
    • High school diploma is required
    • 1-2 years general clerical is required
    • Client service experience is preferred
    • Spanish-speaking is a plus
    • 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 processSkills 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 deadline
      • 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

Keywords: Trilogy Financial, Huntington Beach , Service Associate, Other , Huntington Beach, California