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Cadence Bank · 2 weeks ago

Senior Client Service Associate

Houston, TX

Full-time

Onsite

Senior Level

7+ years exp

Cadence Bank is seeking a Senior Client Service Associate who will demonstrate a high level of proficiency in client service functions while mentoring and guiding the Client Service team. The role involves engaging with clients, providing exemplary service, and collaborating closely with Wealth Advisors and Operations teams to manage client accounts and complex situations.

Banking

Responsibilities

Works with clients to open and service portfolio accounts per request of the Wealth Advisors

Attends meetings with clients as needed

Serves as a strong example for the CS Team, setting a high standard for proactive client and prospective client engagement

Provides mentorship, guidance, and training for CS team members, assisting the CS Manager as needed with helping further develop CS team members and team best practices

Helps champion firm and CS team policies, procedures, and best practices (Practice Standards), helping ensure an efficient service model for clients, prospective clients, and the firm

Actively engages in available custodial, firm, and third-party training and continuing education programs to maintain superior knowledge needed to address more complex client situations

Works closely with LW Wealth Advisors (WAs) to handle day-to-day client service needs of new and existing LW clients

Handles incoming client calls and emails, determining the appropriate course of action and method of response, coordinating with the client assigned WA’s and other LW team members, as needed

Works with the WA and Operations teams to help facilitate new account paperwork and firm management agreements

Engages with firm custodians (i.e., Charles Schwab, Fidelity) and other client professionals (i.e., CPAs, attorneys), as needed to complete client service-related tasks

Prepares client communications/correspondence when necessary and generates various client portfolio and other reports as needed

Compiles and distributes internal management reports for CS Manager or firm management, as needed

Assists or manages complex client situations, including accounts with multiple layers or required level of engagement (i.e., trusts, business accounts, etc.) as they arise, exercising professional expertise and judgment, as needed

Makes themselves available for mentoring and training, providing assistance in client situations requiring a higher level of experience and technical expertise

Participates with CS Manager to help develop and evaluate team practice standards, ensuring the CS team is highly efficient and accurate in its work

Actively participates in CS team meetings, helping lead discussions regarding CS practice standards and client engagement

Engages with CS Manager and other LW team members on routine custodial calls and meetings, ensuring custodial service standards are at appropriate level and fully accounted for in CS team practice standards

Understands and supports the firm’s vision, mission, and strategy

Supports department goals, priorities, and timelines, working in conjunction with firm goals and long-run, strategic plan

Ensures there is a strong team culture, high degree of communication, collegiality, great service, and execution

Stays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clients

Complies with all the firm’s HR and Compliance policies

Qualification

Client Service ExperienceFidelitySchwab PlatformsMicrosoft 365CRM Database ExperienceDocument Management SoftwareMulti-tasking AbilityProactive Work EthicOrganizational SkillsTeamworkCommunication Skills

Required

Bachelor's degree (B.A. or B.S.) from a four‐year college or university, preferably with a degree in business, finance, or a related field

Seven or more years of experience in the area of Client Service

Prior experience with Fidelity and/or Schwab custodial platforms

Proficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)

Experience with a CRM Database, Document Management software, or other Financial Industry software

Stable work history

Proactive and strong work ethic

Excellent organizational skills

Ability to multi‐task, prioritize and meet deadlines

Professional appearance and demeanor

Ability to work well in a team environment within the Client Service team, as well as with team members in other departments

High attention to detail and timely follow-through

Strong communication skills – verbal & written

Company

Cadence Bank

Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas.

Founded in 1876

Tupelo, MS, US

5001-10000 employees