Service Associate

Company Summary

Today, one client at a time, Trilogy has become a nationwide firm with clients from coast to coast. Our clients have over $2 billion dollars in brokerage and advisory assets served through Trilogy and our staff has grown to over 150 comprehensive advisors. Trilogy continues to recruit and mentor new talent to the industry, a commitment abandoned by many of its competitors. Because of this, our multi-generational staff understands the needs and perspectives of a wide variety of client needs. We utilize progressive ideas and opportunities to help our clients now and into the future. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit.

Benefits Summary

Trilogy Financial treats their employees like families. The following are some of the benefits of a career with Trilogy Financial:

  • Comprehensive Health, Dental and Vision Insurance
  • Life and Disability Coverage 
  • Paid Time Off and Holiday
  • 401k matching
  • Eligible Profit Sharing
  • Career Development, Mentorship and Education 
  • Team Events and Parties
  • Achievement Awards and Trips.

Job Summary

The Service Associate (SA) is a non-registered role that will assist Trilogy advisors in administering all aspects of Trilogy’s core business. The Service Associate will perform a wide variety of administrative support duties and customer service, including data entry, preparing mailings, and responding to advisors’ inquiries. Furthermore, the Service Associate exemplifies Trilogy’s client-centered core value by providing a positive client experience. 

Essential Duties/Responsibilities

In specific, responsibilities of the SA include but are not limited to:

  • Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfers
  • Organize and assist in the maintenance of complete client account and trade-related records for advisors and required files for the branch office 
  • 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
  • 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 assigned



Minimum Qualifications

  • High school diploma is required
  • 1-2 years general clerical is required
  • Client service experience is preferred
  • Background in financial service industry is a plus
  • Knowledge of administrative and clerical procedures and systems such as utilizing MS Office, paperwork processing, and other office related process

Skills Requirements

  • 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 deadline
  • 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