Associate Relationship Manager

Trust Point Inc.•La Crosse, WI

1d•Hybrid

About The Position

Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Associate Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long-lasting relationships with their clients. We offer a complete line of benefits including, health, dental, life, long-term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan. ABOUT TRUST POINT INC. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year. Learn more about our culture here: Trust Point Culture Video Trust Point also supports ongoing learning through employer-paid certifications and relevant education.

Requirements

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
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.

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