General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As a Client Service Associate, Sophia is responsible for supporting the Trust Point Relationship Managers in their day-to-day operations serving clients. She takes on tasks that involve the back-office operations of Trust Point as well as direct involvement in building relationships with clients. Sophia is motivated by helping Relationship Managers operate efficiently while ensuring clients feel supported and confident as they work toward their financial and personal goals.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
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