Client Service Associate, Investments, Miami, FL

Client Service Associate – Investments, Miami, FL

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset and foster an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth.

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 administrative and service functions.

• Provides infrastructure support to several Financial Advisors.
• Driven to provide superior service for both internal and external clients.
• Creates internal partnerships with other functional support groups and with external business partners.
• 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 and 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.

• Associate’s Degree in Finance, Business Administration, Insurance, Economics, Communications or equivalent, 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.
• Bilingual English/Spanish preferred.

• NASD licenses Series 7, 65 & 63 or 66 – Required.
• Appropriate state insurance licenses – Required.

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

• Minimum: $50,625.00 USD
• Maximum: $85,000.00 USD

Link To Santander Benefits – 2025 Santander Ongoing/NH eGuide ().

We embrace a strong risk culture and expect all professionals at all levels to take a proactive and responsible approach toward risk management.

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.

Frequent minimal physical effort such as sitting, standing and walking is required. Depending on location, occasional moving and lifting of light equipment and/or furniture may be required.

This job description does not list all of the job duties. 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. The employer has the right to revise this job description at any time. This is not a contract for employment.

If this sounds like a role you are interested in, please apply. We are committed to providing an inclusive and accessible application process. If you require assistance or accommodation due to a disability or any other reason, contact TAOps.

• Mid‑Senior level

• Full‑time

• Other

• Banking