Wealth Client Services Assistant

JOB SUMMARY:

The Client Services Associate supports the Private Advisor by handling administrative tasks such as calendar coordination, CRM (Salesforce reporting), Seacoast Investment Services account servicing and maintenance, meeting preparation, and communication to internal banking partners. This position requires a high level of integrity, as the role is exposed to confidential and sensitive information.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Assist with CRM (SalesForce) reporting for the Private Advisor.
• Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis.
• Responsible for performing general account maintenance and follow-up on pending issues.
• Communicate with customers via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
• Provide marketing support in the form of preparing prospecting, seminars, and other sales efforts as required by Private Advisor.

• Lead other tasks and projects as needed for Seacoast Investment Services.

• Adhere to Seacoast Bank's Code of Conduct.

EDUCATION and/or EXPERIENCE:

• Administrative Assistant Certificate or Business related AAS Degree
• Focused, detail-oriented, and a high level of emotional intelligence.
• Demonstrated track record of initiative
• Strong technology, research, and organizational skills
• Enjoys working in a team environment
• Confident, poised and professional in appearance
• Capable of taking on creative challenges and tight deadlines
• Willingness to learn

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.