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Service Associate

Company: Trilogy Financial
Location: Irvine
Posted on: January 27, 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 / 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 experienceClear and effective oral and written communication skills PM21Requirements: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 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 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.PI201618833

Keywords: Trilogy Financial, Irvine , Service Associate, Other , Irvine, California

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