Service Associate
Company: Trilogy Financial
Location: Huntington Beach
Posted on: June 25, 2022
|
|
Job Description:
Description:
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 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. Benefits
SummaryTrilogy Financial values their employees like families. The
following are some of the benefits of a career with Trilogy
Financial: Competitive CompensationComprehensive Health, Dental and
Vision InsuranceLife and Disability CoveragePaid Time Off and
Holidays 401(k) matching Eligible Profit Sharing Career
Development, Mentorship and EducationTeam Events and
PartiesAchievement Awards and TripsEssential Duties /
ResponsibilitiesPerform clerical functions related to opening
client accounts, maintaining accounts, and processing
transfersAssist 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 experienceThis description reflects management's
assignment of essential functions, it does not proscribe or
restrict the tasks that may be assigned.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.PM21
Requirements:
Minimum Qualifications High school diploma is required1-2 years
general clerical is preferred Client 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 deadlinesBasic understanding of
technology-solutions: Microsoft Office 365, Salesforce. Able to
learn new or product-specific software as requiredAbility to
maintain confidentiality and professional demeanor Physical
RequirementsThe 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. 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. Note:This job
description in no way states or implies that these are the only
duties to be performed by the employee(s) incumbent in this
position. Employees will be required to follow any other
job-related instructions and to perform any other job-related
duties requested by any person authorized to give instructions or
assignments. All duties and responsibilities are essential
functions and requirements and are subject to possible modification
to reasonably accommodate individuals with disabilities. To perform
this job successfully, the incumbents will possess the skills,
aptitudes, and abilities to perform each duty proficiently. Some
requirements may exclude individuals who pose a direct threat or
significant risk to the health or safety of themselves or others.
The requirements listed in this document are the minimum levels of
knowledge, skills, or abilities. This document does not create an
employment contract, implied or otherwise, other than an at will
relationship.PI183225387
Keywords: Trilogy Financial, Huntington Beach , Service Associate, Other , Huntington Beach, California
Click
here to apply!
|