Client Services 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: It is the responsibility of the Client Sales 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. ESSENTIAL FUNCTIONS: It is the responsibility of the Client Sale...