Client Service Associate

Join Trust Point Inc. in Minneapolis, MN, as a Full Time Client Service Associate and embrace an exciting opportunity to thrive in the finance industry. Here, your administrative skills will shine as you manage client relationships with meticulous attention to detail.

This position offers flexibility to work from home, allowing you to create an organized work environment tailored to your needs. You’ll be part of a dedicated team, focused on providing exceptional service while enjoying the balance of your professional and personal life. Engage with clients, utilize your detailed approach to problem-solving, and be a vital part of a customer-focused culture.

Take the next step in your career with us, where your contributions directly impact client satisfaction and organizational success. Don’t miss this chance to join a company that values your expertise and offers a collaborative work atmosphere.

Learn more about our culture here : Trust Point Culture Video

What does a Client Service Associate do?

As a Client Service Associate at Trust Point Inc., you play a crucial role in nurturing and enhancing the relationships we have with our clients. Each day, you arrive prepared to address both internal and external client inquiries with professionalism and timeliness, ensuring that their needs are met swiftly. You act as a vital liaison, managing the necessary administrative tasks that uphold our procedures and established guidelines, contributing to the organization of our operations. Your innate attention to detail shines as you assist in producing essential financial documents, including monthly and quarterly reports, estimated tax payments, and cash flow projections.

You help maintain our customer-focused culture, making you an essential component of our team dedicated to delivering outstanding service.

Does this sound like you?

To excel as a Client Service Associate at Trust Point Inc., a blend of specific skills is essential for success in this dynamic role. Your administrative capabilities will be critical in efficiently managing client inquiries and ensuring smooth operations. A strong attention to detail is necessary when handling financial documents and addressing complex client needs, as accuracy is paramount in the finance industry.

Excellent organizational skills will help you stay on top of multiple tasks and prioritize effectively, while your problem-solving abilities will ensure that you can tackle challenges as they arise. Exceptional customer service skills are vital for fostering positive client relationships, and effective communication is crucial for clearly conveying information and instructions to clients and team members alike. Embracing these skills will significantly enhance your ability to contribute to the team's success and maintain our customer-focused mission.

WORK SCHEDULE

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results .

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