Client Service Associate, Investments, Boston, Ma

Santander

Boston, MA, United States
Base: $50,625.00 - $85,000.00 usd annually; bonus/...
Strong communication and presentation skills
Database record maintenance and reporting
Calendar management for financial advisors
The Client Service Associate supports Financial Advisors by handling administrative functions and ensuring a positive customer experience

Job Summary

  • The Client Service Associate supports Financial Advisors by handling administrative functions and ensuring a positive customer experience.
  • This role requires maintaining investment licenses including Series 7, 65 & 63 or 66, along with state insurance licenses.
  • Santander offers a competitive rewards package and benefits designed to support employee well-being and family needs.

Matching Summary

The Client Service Associate supports Financial Advisors by handling administrative functions and ensuring a positive customer experience.

Salary

Base: $50,625.00 - $85,000.00 USD annually; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package included

Skills & Requirements

Must-have

  • Strong communication and presentation skills
  • Database record maintenance and reporting
  • Calendar management for financial advisors
  • Customer service in sales environment
  • Investment licensing preparation

Nice-to-have

  • Bilingual English and Spanish proficiency
  • Microsoft Office product experience
  • Creative thinking and self-motivation
  • Coaching less experienced team members
  • Analytical evaluation of program performance

Key Requirements

  • Series 7, 65 & 63 or 66 license required
  • State insurance licenses required
  • Associate's degree in Finance, Business, or equivalent
  • 3+ years customer service or sales experience
  • Not specified work authorization status

Work Rights

Not specified

Tailored Resume

Cover Letter