Service Associate
Trilogy Financial · Huntington, Orange County
$58,000–$74,000 per year · Full-Time · Posted 7 hours ago
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About the job
Trilogy Financial is seeking a Service Associate to support financial advisors and deliver exceptional client service. In this role, you’ll prepare account paperwork, process transactions, maintain client records, and respond to client inquiries by phone and email. You’ll coordinate client meetings, assist with reporting and documentation, and ensure accuracy and compliance with firm procedures. Working closely with advisors, you’ll learn the foundations of financial planning, gain exposure to …
Estimate only — not immigration advice. Always confirm sponsorship and eligibility directly with the employer.