Job Description
About Us
At SouthState Bank, N.A., we pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and objectives.
The Role
We are seeking a self-motivated, detail-oriented Client Service Operations Specialist to join our team. As a Senior Client Support Professional, you will be responsible for the client service operations experience for Private Capital Management clients. This role enhances the client experience through providing excellent operational expertise and aiding advisors in managing important client relationships.
Key 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.
• Evaluate work functions and processing to ensure 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.
At SouthState Bank, N.A., we pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and objectives.
The Role
We are seeking a self-motivated, detail-oriented Client Service Operations Specialist to join our team. As a Senior Client Support Professional, you will be responsible for the client service operations experience for Private Capital Management clients. This role enhances the client experience through providing excellent operational expertise and aiding advisors in managing important client relationships.
Key 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.
• Evaluate work functions and processing to ensure 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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Operations Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Denver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
