General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Client Service Associate, Olivia is responsible for assisting in the administration of client accounts. She works to help Trust Point clients with their daily financial needs and helps to make managing their finances easier. Olivia is committed to building strong and lasting relationships with clients. She strives to provide exceptional service by understanding their unique needs and delivering tailored solutions.