JobMesh

Service Associate

Trilogy Financial · Irvine, California, US

Description Have you been thinking about starting a career in the Financial Service industry? Do you enjoy helping people and providing top notch customer se...

Job description

Description 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. Benefits Summary: - Competitive Compensation - Comprehensive Health, Dental and Vision Insurance - Life and Disability Coverage - Paid Time Off and Holidays - 401(k) matching - Eligible Profit Sharing - Career Development, Mentorship and Education - Team Events and Parties - Achievement Awards and Trips Requirements: - Fluent in Spanish is required - High school diploma is required - 1-2 years general clerical is preferred -...