Wealth Associate

Job description

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! SUMMARY/OBJECTIVES: The Wealth Associate is responsible for supporting Wealth Advisors who manage a book of fiduciary relationships to meet client expectations through the delivery of fiduciary, investment, and depository products. They serve as an additional point of contact to clients and/or as a backup Wealth Advisor. Performs servicing and account maintenance activities, which are primarily trust-related that include SEI transactions, deposits, and transfers. ESSENTIAL FUNCTIONS: Reasonable accommodations may be ma...