Client Service Associate, Investments, Boston, MA
2 months ago
Client Service Associate, Investments, Boston, MACountry: United States of AmericaThe Client Service Associate (CSA) is a sales support role within the Administration Department of Santander Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative and service functions of the business. The CSA operates remotely in a corporate office; the FA functions within the branch network. As a team, The CSAs collectively assure adequate support to the firm's 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. The candidate may have sales experience or aspires to a brokerage sales career. Respect for the client, both our internal partners and external Bank clients is paramount in importance and central to the role. The ability to understand as well as communicate effectively and efficiency is critical to the role.RESPONSIBILITY STATEMENTSProvides infrastructure support to several Financial Advisors (FAs) from a corporate locationDriven 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 efficiently independently as well as in a team environmentApplies industry knowledge and problem-solving skills within the framework of the roleManages corporate recordsHandles customer requests and inquiriesManages the Financial Advisors' calendars, including scheduling appointmentsProvides administrative support including faxing, scanning, uploading documents, and data entryQUALIFICATIONSAssociate's Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field, or equivalent work experience3+ years of experience in customer service, sales related occupationsFINRA Series 7 license required in order to be considered for this position. FINRA Series 65/66 license as well as appropriate state insurance licenses must be obtained within 90 days of start date.SKILLS AND ABILITIESAbility to work independently and set appropriate priorities to meet deadlinesAttention to detailDatabase record maintenance and reportingExcellent communication skills, including strong presentation skills and writing abilityExperience coaching and influencing others to achieve goalsMaintains appropriate sales licensingP.C. software applications (e.g. Excel, Word, PowerPoint)Preparation 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 servicesPHYSICAL DEMANDSMinimal physical effort such as sitting, standing, and walking.Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.COMPETENCIESCreates 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 ahead for routine and cyclical workProbes in-depth to understand the customer's business needsExplores and understands the customer's alternatives and decision criteriaUses information and data effectively to support a position and present a rational caseDIVERSITY & EEO STATEMENTS: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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.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 at any time for any reason. 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:$54,900.00 USDMaximum:$79,000.00 USD
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