Sales Support Specialist for Financial Advisors

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

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.