Client Service Associate

santander; Miami (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Santander Investments, LLC is seeking a Client Service Associate to support Financial Advisors and clients with administrative and service tasks. The role emphasizes superior client experience, data accuracy, and cross-functional collaboration across branch and home office teams.

The ideal candidate will have a finance/business background, 5+ years in customer service or sales, and necessary NASD and insurance licenses.

Qualifications

• Bachelor's degree in Finance, Business Administration, Insurance, Economics, Communications or equivalent field.
• 5+ years experience in customer service or sales related roles.
• Licensing requirements including NASD Series 7, 65 & 63/66 and state insurance licenses.

Responsibilities

• Provides infrastructure support to several Financial Advisors.
• Delivers superior service to internal and external clients.
• Schedules Financial Advisors' calendars and appointments.
• Performs data entry, faxing, scanning and document uploading.
• Maintains client relationships and assists in growing the FA's business.
• Collaborates with team members and external partners to service clients.

Skills

Bilingual English/Spanish

Excellent communication

Strong analytical skills

Customer service

Sales support

Calendar management

Data entry

Microsoft Office

Problem solving

Independent work

Education

Bachelor's Degree in Finance, Business Administration or Related Field

NASD licenses Series 7, 65 & 63 or 66

Appropriate state insurance licenses

Tools

Microsoft Office Suite

Job description

Client Service Associate

Country: United States of America

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.

The Difference You Make:

The Client Service Associate (CSA) is a sales support role within the Business Administration Department of Santander Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative and service functions of the business. As a team, the CSAs collectively assure adequate support to the Firm's top producing FAs. The CSA Team supports each other and interacts with branch and home office associates as well as clients. A successful CSA understands and excels in all systems and processes as well as policies and procedures and is a great asset to their FA partners. A CSA candidate should have sales experience since they are frequently tasked with working with clients encouraging a positive customer experience environment. Respect for the client, both our internal partners and external Bank clients is paramount and central to the role. The ability to communicate effectively and efficiency is critical to the role. Through the assistance of a CSA partner, an FA can increase their sales production and simultaneously service their clients effectively.

Responsibilities:

• Provides infrastructure support to several Financial Advisors (FAs)
• Driven to provide superior service for both internal and external clients
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• Creates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide
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• Works independently as well as in a team environment
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• Applies industry knowledge and problem-solving skills within the framework of the role
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• Handles customer requests, inquiries and service needs
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• Manages the Financial Advisors' calendars, including scheduling appointments
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• Provides administrative support including faxing, scanning, uploading documents, and data entry
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• Be the subject matter expert in all systems that support the business line
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• Identifies additional opportunities to help clients through research, reports and reviews of existing clients as well as prospects
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• Collaborates with the FA regularly regarding the needs of the existing client base
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• Assists FAs with growing their business and accomplishing specific sales goals
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What You Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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• Bilingual English/Spanish Preferred.
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• Bachelor's Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field, or equivalent work experience
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• 5+ years; Experience in customer service, sales related occupations
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• Ability to work independently and set appropriate priorities to meet deadlines
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• Attention to detail
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• Database record maintenance and reporting
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• Excellent communication skills, including strong presentation skills and writing ability
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• Maintains appropriate investment licensing
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• Preparation and presentation of materials
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• Self-motivator and creative thinker
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• Strong analytical and evaluative skills with ability to measure program performance and make recommendations for improvement
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• Strong knowledge of sales support and effective sales enhancement techniques within the industry
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• Thorough knowledge of departmental and bank products and services
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• Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
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• Provides assistance and coaches less experienced team members
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• Organizes and prioritizes workload and tasks for oneself and team members
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• Actively plans for routine and cyclical work
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• Probes in-depth to understand the customer's business needs
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• Explores and understands the customer's alternatives and decision criteria
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• Uses information and data effectively to support a position and present a rational case
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• Experience in Microsoft Office products.
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Certifications:

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• NASD licenses Series 7, 65 & 63 or 66 - Required.
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• Appropriate state insurance licenses - Required.
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It Would Be Nice For You To Have:

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• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
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What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized sala