Client Services Associate

SouthState Bank

Client Sales Associate at SouthState Bank, supporting Investment Consultants with client relationships and sales productivity through administrative assistance. Aimed at fostering client service and efficient operations in investment services.

Posted 4/30/2026full-timeNorth Charleston • South Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

It is the responsibility of the Client Sales 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.

Requirements

What you’ll need

Education : High School Diploma required, College Degree or equivalent preferred
Experience : 3-5 years previous investment services experience preferred. FINRA licenses 6, 63, 65, 7 required.
Certifications/Specific Knowledge : Must be highly organized and a self-starter, excellent PC skills, including Word and Excel. Is expected to possess the ability to identify, research and solve problems quickly and accurately, ability to interact with co-workers, broker/dealer, referral sources and customers in a highly professional manner. Ability to listen effectively, learn quickly and prioritize work, ability to work with minimal supervision, ability to shift quickly to new tasks when priorities change

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment servicesbroker/dealer systemscomplianceadministrative supportproblem solvingsales supportdocumentation processing

Soft Skills

organizational skillsself-starterprofessional communicationeffective listeningability to prioritizeadaptability

Certifications

FINRA 6FINRA 63FINRA 65FINRA 7