Trust Point Inc. · 4 hours ago
Associate Relationship Manager
La Crosse, WI
Full-time
Hybrid
Entry, Mid Level
2+ years expTrust Point Inc. is a recognized leader in providing financial services and is looking for an Associate Relationship Manager to join their Wealth Management team. The role involves building strong client relationships, managing inquiries, and collaborating with internal teams to ensure exceptional client service.
Financial Services
Responsibilities
Serve as a primary client contact, delivering timely information, managing inquiries, preparing reports, and ensuring accurate account administration and documentation
Coordinate proactive client engagement, including call programs, review meetings, senior leadership touchpoints, and event invitations
Analyze client data to identify service opportunities and process improvements
Build and maintain strong client relationships and collaborate with their external advisors (attorneys, accountants, consultants) to support client objectives
Partner with internal teams across compliance, operations, and investments to ensure seamless client service
Represent the firm through industry networking, business forums, and community involvement to strengthen market presence
Engage in ongoing professional development, maintaining certifications and expanding trust and investment knowledge through training, seminars, and conferences
Qualification
Required
Excellent communication (written/verbal), negotiation, problem-solving, organization, and relationship building skills
This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination
Preferred
4 Year degree Business, Accounting, or Finance Preferred
2-3 years in client-facing roles, account management, or financial services Years work experience in relevant business environment
Benefits
Health
Dental
Life
Long-term disability
Paid holidays
Paid vacation
401k
Profit-sharing plan
Employer-paid certifications
Relevant education
Company
Trust Point Inc.
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Bosch
President & CEO
Luke Raymer
Chief Technology Officer
Company data provided by crunchbase