Client Service Associate, Investments, Miami, FL

Banco Santander•Miami, FL

About The Position

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 Bank’s clients with the administrative and service functions of the business. 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. 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.

Requirements

Bilingual English/Spanish Preferred.
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.

Nice To Haves

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.

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