Service Associate
Company: Trilogy Financial
Location: Irvine
Posted on: January 25, 2023
Job Description:
Description:
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.Pay Range: $20-$27 per hourEssential Duties /
Responsibilities
- Perform clerical functions related to opening client accounts,
maintaining accounts, and processing transfers
- 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
- Clear and effective oral and written communication skills
PM21
Requirements:
Minimum Qualifications
- High school diploma is required
- 1-2 years general clerical is preferred
- 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 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
Benefits SummaryTrilogy Financial values their employees like
families. The following are some of the benefits of a career with
Trilogy Financial:
- 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 TripCompany 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.NoteThis 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. The
company is an Equal Opportunity Employer, drug free workplace, and
complies with ADA regulations as applicable.PI201618605
Keywords: Trilogy Financial, Irvine , Service Associate, Other , Irvine, California
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