Senior Client Service Associate
3 weeks ago
Job Summary
Cadence Bank is seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our Wealth Advisory team, you will be responsible for working closely with clients to open and service portfolio accounts. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a team environment.
Key Responsibilities
- Work with clients to open and service portfolio accounts per request of the Wealth Advisors
- Attend meetings with clients as needed
- Serve as a strong example for the CS Team, setting a high standard for proactive client service
Requirements
- Strong communication and interpersonal skills
- Ability to work effectively in a team environment
- Proactive approach to client service
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