Santander Bank, N.A. · 17 hours ago
Client Service Associate, Investments, Miami, FL
Miami, FL
Full-time
Onsite
Mid Level
$51K/yr - $85K/yr
3+ years expSantander Bank, N.A. is a global leader in the financial services industry, evolving into a technology-driven organization. The Client Service Associate (CSA) role supports Financial Advisors and clients with administrative functions, ensuring a positive customer experience and enhancing sales production.
BankingFinanceFinancial Services
Responsibilities
Provides infrastructure support to several Financial Advisors (FAs)
Driven to provide superior service for both internal and external clients
Creates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide
Works independently as well as in a team environment
Applies industry knowledge and problem-solving skills within the framework of the role
Handles customer requests, inquiries and service needs
Manages the Financial Advisors’ calendars, including scheduling appointments
Provides administrative support including faxing, scanning, uploading documents, and data entry
Be the subject matter expert in all systems that support the business line
Identifies additional opportunities to help clients through research, reports and reviews of existing clients as well as prospects
Collaborates with the FA regularly regarding the needs of the existing client base
Assists FAs with growing their business and accomplishing specific sales goals
Qualification
Required
Associate's Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field, or equivalent work experience
3+ years; Experience in customer service, sales related occupations
Ability to work independently and set appropriate priorities to meet deadlines
Attention to detail
Database record maintenance and reporting
Excellent communication skills, including strong presentation skills and writing ability
Maintains appropriate investment licensing
Preparation and presentation of materials
Self-motivator and creative thinker
Strong analytical and evaluative skills with ability to measure program performance and make recommendations for improvement
Strong knowledge of sales support and effective sales enhancement techniques within the industry
Thorough knowledge of departmental and bank products and services
Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
Provides assistance and coaches less experienced team members
Organizes and prioritizes workload and tasks for oneself and team members
Actively plans for routine and cyclical work
Probes in-depth to understand the customer's business needs
Explores and understands the customer's alternatives and decision criteria
Uses information and data effectively to support a position and present a rational case
NASD licenses Series 7, 65 & 63 or 66 - Required
Appropriate state insurance licenses - Required
Preferred
Bilingual English/Spanish Preferred
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Company
Santander Bank, N.A.
At Santander Bank, it’s our mission to help people and businesses prosper.
5001-10000 employees
H1B Sponsorship
Santander Bank, N.A. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (44)
2024 (36)
2023 (61)
2022 (66)
2021 (78)
2020 (69)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Wind Turbine & Energy Cables
2020-01-22Debt Financing· $75M
Leadership Team
Pierre Habis
Chief Consumer & Digital Transformation Officer
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Company data provided by crunchbase