Destava

Service Associate

Trilogy Financial is hiring for Service Associate in Irvine, CA. Junior level. First seen October 29, 2026, posted 2 times; open as of November 7, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Trilogy Financial
Where
Irvine, CA
Level
Junior
First seen
October 29, 2026
Postings
2
Listed via
Paylocity

What the posting says

This entry-level role is responsible for learning retirement plan operations, supporting advisors and clients with routine service requests, and ensuring retirement plans are administered accurately and efficiently. Working under the guidance of senior team members, this position develops foundational knowledge of qualified retirement plans, ERISA regulations, and internal processes while delivering exceptional client service. Essential Duties / Responsibilities - Respond to routine client and advisor inquiries, escalating more complex issues as appropriate. - Assist clients with completing…

Read more and apply on Trilogy Financial's site

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