Client Service Associate, Investments, Miami, FL

Client Service Associate, Investments, Miami, FL

Country:
United States of America

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally.

Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

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.

• Provides infrastructure support to several Financial Advisors (FAs)

• Driven to provide superior service for both internal and external clients

• Creates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide

• Works independently as well as in a team environment

• Applies industry knowledge and problem‑solving skills within the framework of the role

• Handles customer requests, inquiries and service needs

• Manages the Financial Advisors’ calendars, including scheduling appointments

• Provides administrative support including faxing, scanning, uploading documents, and data entry

• Be the subject matter expert in all systems that support the business line

• Identifies additional opportunities to help clients through research, reports and reviews of existing clients as well as prospects

• Collaborates with the FA regularly regarding the needs of the existing client base

• Assists FAs with growing their business and accomplishing specific sales goals

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.

Bilingual English / Spanish Preferred.

• Associate’s Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field, or equivalent work experience

• 3+ years;
  Experience in customer service, sales related occupations

• Ability to work independently and set appropriate priorities to meet deadlines

• Attention to detail

• Database record maintenance and reporting

• Excellent communication skills, including strong presentation skills and writing ability

• Maintains appropriate investment licensing

• Preparation and presentation of materials

• Self‑motivator and creative thinker

• Strong analytical and evaluative skills with ability to measure program performance and make recommendations for improvement

• Strong knowledge of sales…