Client Service Associate, Investments, Boston, Ma

SANTANDER CONSUMER BANK S.p.A

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

Job Summary

  • The Client Service Associate supports Financial Advisors by managing administrative functions and ensuring a positive customer experience.
  • Candidates must hold specific investment licenses including Series 7, 65 & 63 or 66, along with appropriate state insurance licenses.
  • The role offers a competitive base pay range of $50,625.00 to $85,000.00 USD with comprehensive benefits designed to support well-being.

Matching Summary

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

Salary

Base: $50,625.00 - $85,000.00 USD; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package including health and family support

Skills & Requirements

Must-have

  • Strong communication skills
  • Database record maintenance
  • Calendar management for advisors
  • Investment licensing preparation
  • Customer service experience

Nice-to-have

  • Bilingual English/Spanish preferred
  • Microsoft Office proficiency
  • Creative thinking abilities
  • Team coaching experience
  • Analytical evaluation skills

Key Requirements

  • Series 7, 65 & 63 or 66 license required
  • Appropriate state insurance licenses required
  • Associate's Degree in Finance or equivalent experience
  • 3+ years of customer service or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter