Client Service Associate, Investments, Miami, FL

Santander(2 months ago)

Miami, FLOnsiteFull TimeMedior$50,625 - $85,000Business Administration

About this role

The Client Service Associate (Investments) at Santander provides sales support within the Business Administration Department of Santander Investments, LLC. The role partners with Financial Advisors to support client-facing activities and administrative functions, helping drive service quality and advisor productivity. It is a client-focused position that contributes to the firm’s customer-centric, technology-driven transformation.

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Required Skills

Customer Service
Sales Support
Administrative Support
Calendar Management
Data Entry
Communication
Problem Solving
Reporting
Systems Knowledge
Investment Licensing

+3 more

Qualifications

Associate's Degree
Series 7
Series 65
Series 63
Series 66
State Insurance License

About Santander

santander.com

Santander is a global banking group headquartered in Spain that provides retail, corporate and investment banking, payments, asset management and insurance across Europe, Latin America and other markets. Its stated purpose is to help people and businesses prosper, guided by the values Simple, Personal and Fair, and it serves customers through a mix of branch networks and digital channels. Companies and consumers choose Santander for its broad product set, international footprint and focus on digital innovation and sustainable finance.

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