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Service Associate

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

Job Description:

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 SummaryTrilogy Financial treats their employees like families. The following are some of the benefits of a career with Trilogy Financial:Comprehensive Health, Dental and Vision InsuranceLife and Disability Coverage Paid Time Off and Holiday401k matchingEligible Profit SharingCareer Development, Mentorship and Education Team Events and PartiesAchievement Awards and Trips.Job SummaryThe Service Associate (SA) is a non-registered role that will assist Trilogy advisors in administering all aspects of Trilogy's core business. The Service Associate will perform a wide variety of administrative support duties and customer service, including data entry, preparing mailings, and responding to advisors' inquiries. Furthermore, the Service Associate exemplifies Trilogy's client-centered core value by providing a positive client experience. Essential Duties/ResponsibilitiesIn specific, responsibilities of the SA include but are not limited to:Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfersOrganize 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 procedureWork with advisors in obtaining the required documents based on the type of account(s) establishedCommunicating status of accounts to advisors and escalate issues as neededProvide reports and other information to Service Manager as requestedAssist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experienceOther duties assignedPM21

Requirements:
Minimum QualificationsHigh school diploma is required1-2 years general clerical is requiredClient service experience is preferredSpanish-speaking is a plus Background in financial service industry is a plusKnowledge of administrative and clerical procedures and systems such as utilizing MS Office, paperwork processing, and other office related processSkills RequirementsInterpersonal communication skills, both verbal and writtenAbility to organize a steady stream of information, projects, and callsDetail-oriented and an ability to multitask while meeting time-sensitive deadlineBasic understanding of technology-solutions: Microsoft Office 365, Salesforce. Able to learn new or product-specific software as requiredAbility to maintain confidentiality and professional demeanorPI181882129

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

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