Service Associate

About the Role

Trilogy Financial is seeking a Service Associate, an entry-level, non-registered role focused on supporting the day-to-day operations of the Service Department. This position involves data entry, mailings, and customer service, offering an opportunity to learn the core business and build relationships with financial advisors.

Key Responsibilities

• Perform clerical functions for opening, maintaining, and processing transfers for client accounts.
• Assist advisors with requests and address issues promptly according to current procedures.
• Obtain required documents from advisors for account establishment.
• Communicate account status to advisors and escalate issues as needed.
• Provide reports and information to the Service Manager.
• Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
• Other duties as assigned.

Requirements & Tech Stack

• Clear and effective written and oral communication skills.
• 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.
• Proficient in administrative and clerical procedures and systems, such as utilizing MS Office, paperwork processing, and other office-related processes.
• The position and duties must be performed in the branch office.

Qualifications

• High School diploma required.
• 1-2 years general clerical experience is preferred.
• Client service experience is preferred.
• Background in financial service industry is a plus.