Service Associate

Trilogy Financial•Irvine, CA

10h•Onsite

About The Position

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.

Requirements

Fluent in Spanish is required
High school diploma is required
Knowledge of administrative and clerical procedures and systems such as utilizing MS Office, paperwork processing, and other office related process
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

Nice To Haves

1-2 years general clerical is preferred
Client service experience is preferred
Background in financial service industry is a plus

Responsibilities

Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfers.
Assist advisors’ requests and address any issue in a timely manner based on current procedure.
Work with advisors in obtaining the required documents based on the type of account(s) established.
Communicating status of accounts to advisors and escalate issues as needed.
Clear and effective written and oral communication skills.
Provide reports and other information to Service Manager as requested.
Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Other duties as assigned.