Client Service Associate, Investments, Denville, NJ

The Role

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.

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
• Affords assistance and coaching to 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

Requirements

• 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

Qualifications

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

Skills

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

Benefits

Comprehensive benefits to our people. From health coverage and PTO to retirement planning, here's how we take care of you.

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, standing and 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.