Client Services Associate

Client Services Associate

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values : building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

It is the responsibility of the Client Services Associate to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. To follow the policies and procedures of SouthState Bank Investment Services exercising competency, courtesy, and concern for the development of the bank. Provide support to the Investment Consultants in the growth, development, and servicing of Investment Service clients.

It is the responsibility of the Client Services Assistant to take ownership and be proactive in servicing of existing relationships and prospective client relationships. Must be well versed in all aspects of broker / dealer systems and technology, products, and services. Additional responsibilities include taking ownership of all tasks and challenges that they encounter in the operation of their assigned position.

To provide assistance to the Financial Consultant maximizing sales results while minimizing their time spent on administrative and operational tasks.

Be well versed in all broker / dealer technology, compliance, advisory alerts, investment products, services and solutions and be able to assist customers in all aspects of the conduct and servicing of their relationship.

Assist the Financial Consultant with increasing sales and overall productivity.

Ensure the efficient ongoing operations of the Financial Consultant by :

• Managing, coordinating, and maintaining appointment and referral opportunities, providing assistance in the scheduling of appointments and follow up tickler system for the Financial Consultant.
• Assisting in the development of additional referrals through their assigned banking partners.
• Providing the necessary administrative and operational support to the FC, including processing of all necessary documentation, checks and other relevant documentation.
• Working directly with clients and assisting clients in the servicing of their relationship.
• Taking direction, within regulatory limitations based on FINRA licensure, from the Investment Consultant in receiving and processing orders with the broker / dealer on behalf of the client.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications, Education, and Certification Requirements

Required annual compliance training, New Employee Orientation, Continuing education classes on Investments, Insurance, and other Financial Services

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

This position is located in a private office. The position is located inside an cooled and heated facility with ability to go to a break room or rest room during breaks.

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

Travel is not required in this role.