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 such as Series 7, 65, and 63 while managing client inquiries and calendar schedules.
Santander offers a competitive rewards package including 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 including health and well-being support
Skills & Requirements
Must-have
Strong communication and presentation skills
Database record maintenance and reporting
Calendar management and scheduling appointments
Customer service and sales experience
Investment licensing Series 7, 65 & 63 or 66
Nice-to-have
Bilingual English/Spanish proficiency
Experience with Microsoft Office products
Creative thinking and self-motivation
Ability to coach less experienced team members
Proactive risk management culture
Key Requirements
Associate's Degree in Finance, Business, or related field