Client Service Associate, Investments, Boston, Ma

Santander

Boston, Ma, United States of America
Base: $50,625.00 usd - $85,000.00 usd; bonus/equit...
Sales support for financial advisors
Client relationship management
Administrative and service functions
The Client Service Associate promotes and supports the Financial Advisor and the Bank’s clients with the administrative and service functions of the business

Job Summary

  • The Client Service Associate promotes and supports the Financial Advisor 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.
  • We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

Matching Summary

The Client Service Associate promotes and supports the Financial Advisor and the Bank’s clients with the administrative and service functions of the business.

Salary

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

Skills & Requirements

Must-have

  • Sales support for Financial Advisors
  • Client relationship management
  • Administrative and service functions
  • System and process expertise
  • Effective communication skills
  • Independent and team work environment

Nice-to-have

  • Proactive risk management approach
  • Customer-centric transformation
  • Bold thinking and innovation
  • Coaching less experienced team members

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter