Client Service Associate, Investments, Miami, FL at Banco Santander

Client Service Associate Investments Miami FLCountry: United States of AmericaYour Journey Starts Here:Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized enabling you to thrive both professionally and personally. Here you will find ample opportunities to connect and collaborate with talented colleagues from around the world sharing insights and driving innovation together. Join us at Santander where you are supported by a culture of engagement and a commitment to your success.An exciting journey awaits if you are interested in exploring the possibilities We Want to Talk to You!The Difference You Make:The Client Service Associate (CSA) is a sales support role within the Business Administration Department of Santander Investments LLC. The CSA promotes and supports the Financial Advisor (FA) and the Banks clients with the administrative and service functions of the business. As a team the CSAs collectively assure adequate support to the Firms top producing FAs. The CSA Team supports each other and interacts with branch and home office associates as well as clients. 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. A CSA candidate should have sales experience since they are frequently tasked with working with clients encouraging a positive customer experience environment. Respect for the client both our internal partners and external Bank clients is paramount and central to the role. The ability to communicate effectively and efficiency is critical to the role. Through the assistance of a CSA partner an FA can increase their sales production and simultaneously service their clients effectively. Provides infrastructure support to several Financial Advisors (FAs) Driven to provide superior service for both internal and external clientsCreates internal partnerships with other functional support groups as well as partnerships with external business partners for the products and services they provideWorks independently as well as in a team environmentApplies industry knowledge and problem-solving skills within the framework of the roleHandles customer requests inquiries and service needsManages the Financial Advisors calendars including scheduling appointmentsProvides administrative support including faxing scanning uploading documents and data entryBe the subject matter expert in all systems that support the business lineIdentifies additional opportunities to help clients through research reports and reviews of existing clients as well as prospectsCollaborates with the FA regularly regarding the needs of the existing client baseAssists FAs with growing their business and accomplishing specific sales goalsWhat You Bring:To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Bilingual English/Spanish Preferred. Associates Degree; in Finance Business Administration Insurance Economics Communications or Equivalent field or equivalent work experience3 years; Experience in customer service sales related occupationsAbility to work independently and set appropriate priorities to meet deadlinesAttention to detailDatabase record maintenance and reportingExcellent communication skills including strong presentation skills and writing abilityMaintains appropriate investment licensingPreparation and presentation of materialsSelf-motivator and creative thinkerStrong analytical and evaluative skills with ability to measure program performance and make recommendations for improvementStrong knowledge of sales support and effective sales enhancement techniques within the industryThorough knowledge of departmental and bank products and servicesCreates a good working environment in the team; works towards shared goals contributing ideas and accepting changeProvides assistance and coaches less experienced team membersOrganizes and prioritizes workload and tasks for oneself and team membersActively plans for routine and cyclical workProbes in-depth to understand the customers business needsExplores and understands the customers alternatives and decision criteriaUses information and data effectively to support a position and present a rational caseCertifications:NASD licenses Series 7 65 & 63 or 66 - Required.Appropriate state insurance licenses - Required.It Would Be Nice For You To Have:Established work history or equivalent demonstrated through a combination of work experience training military service or education.Experience in Microsoft Office products.What Else You Need To Know:The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt) the annual range is based on a 40-hour work week. The exact compensation may vary based on skills experience training licensure and certifications and location.Base Pay RangeMinimum:$50625.00 USDMaximum:$85000.00 USDLink to Santander Benefits:Santander Benefits - 2025 Santander OnGoing/NH eGuide ()Risk Culture: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.EEO Statement: At Santander we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin genetics disability age veteran status or any other characteristic protected by law.Working Conditions:Frequent minimal physical effort such as sitting standingand walking is required for this role. Depending on location occasional moving and lifting light equipment and/or furniture may be required.Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.What To Do Next:If this sounds like a role you are interested in then please apply.We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason please contact us at to discuss your needs.Required Experience:IC Key Skills Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette Employment Type : Full-Time Experience: years Vacancy: 1