Client Service Associate, Investments, Brooklyn, NY

Client Service Associate, Investments, Brooklyn, NY

Florham Park, United States of America

Job Description

The 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 STATEMENTS

• Provides infrastructure support to several Financial Advisors (FAs) from a corporate location
• 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 efficiently independently as well as in a team environment
• Applies industry knowledge and problem-solving skills within the framework of the role
• Manages corporate records
• Handles customer requests and inquiries
• Manages the Financial Advisors' calendars, including scheduling appointments
• Provides administrative support including faxing, scanning, uploading documents, and data entry

QUALIFICATIONS

SKILLS AND ABILITIES

PHYSICAL DEMANDS

COMPETENCIES

DIVERSITY & EEO STATEMENTS :

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.

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.

Primary Location : Brooklyn, NY, Brooklyn

Other Locations : New Jersey-Florham Park,New York-Brooklyn

Organization : Santander Bank N.A.

Salary : $50,625 - $85,000 / year

Salary : $50,625 - $85,000