Senior Client Service Associate

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

Summary:

The Senior Client Service Associate position is a self-motivated, detail oriented, client service role responsible for the client service operations experience for Private Capital Management clients. This position enhances the client experience through providing excellent operational expertise and will be aiding advisors in managing important client relationships. Subject matter expertise is a key component of this position. The position is responsible for adhering to firm policies and procedures, striving to elevate the operational excellence of the client service team, and maintain the highest standards of professional ethics and a commitment to client service excellence.

Responsibilities:

* Maintain comprehensive client support for high-net-worth clients including paperwork processing, CRM maintenance, clear communication with advisors and other team members on client onboarding and servicing, and account management.
* Act as subject matter expert on day-to-day client operations and documentation, systems processes and capabilities. This includes preparation and processing of client documents and information requests across teams, custodians and investment products.
* Ensure work functions and processing comply with compliance requirements.
* Demonstrate initiative to problem solve and learn new skills in evolving client situations, firm technology changes, and regulatory updates.
* Help manage the client experience across multiple advisors and teams to provide excellent client service results to our clients.
* Providing client facing operational support for advisors, as assigned. Applies to all PCM locations.
* Performs other duties as assigned.
* Support Director of Operations with projects, as needed.
* Assist with current and new employee training and skill-based learning.

Qualifications:

Education and Minimum Experience

* Bachelor's degree preferred
* 5 years' experience with an investment advisor or broker dealer

Knowledge/ Skills/ Abilities

* Extremely self-motivated with ability to learn quickly
* Exceptional attention to detail skills
* Ability to maintain confidentiality and manage sensitive information in a secure and professional manner
* Ability to work independently with little direction
* Strong proficiency in Microsoft Excel and Word, and experience utilizing CRM systems
* Excellent analytical and problem solving skills
* Excellent verbal and written communication skills
* Ability to support multiple Advisors and prioritize work loads
* Excellent consultative, interpersonal and communication skills

Benefits | SouthState Careers

Benefits | SouthState Careers