Client Service Associate, Investments, Boston, Ma

Santander UK

Boston, United States
Base: $50,625.00 - $85,000.00 usd; bonus/equity: n...
On-site
Superior service for internal and external clients
Industry knowledge and problem-solving skills
Handles customer requests, inquiries and service needs
The Client Service Associate (CSA) is a sales support role within the Business Administration Department of Santander Investments, LLC

Job Summary

  • 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.
  • 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.

Matching Summary

The Client Service Associate (CSA) is a sales support role within the Business Administration Department of Santander Investments, LLC.

Salary

Base: $50,625.00 - $85,000.00 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • superior service for internal and external clients
  • industry knowledge and problem-solving skills
  • handles customer requests, inquiries and service needs
  • subject matter expert in all systems
  • collaborates with FA regularly
  • assists FAs with growing their business

Nice-to-have

  • creates a good working environment
  • provides assistance and coaches team members
  • actively plans for routine and cyclical work
  • probes in-depth to understand needs
  • explores and understands customer alternatives

Key Requirements

  • Associate's Degree or equivalent work experience
  • 3+ years in customer service or sales
  • NASD licenses Series 7, 65 & 63 or 66 - Required
  • Appropriate state insurance licenses - Required

Work Rights

Not specified

Tailored Resume

Cover Letter