Client Service Associate, Investments, Boston, MA

Client Service Associate, Investments, Boston, MA

Country: United States of America

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.  This is more than a strategic shift.  It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:

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.

• 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

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

Certifications:

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

•
Appropriate state insurance licenses - Required.

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

• Experience in Microsoft Office products.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$50,625.00 USDMaximum:

$85,000.00 USD

We Value Your Impact:

Your contribution matters and it’s recognized.  You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers.  Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) 

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.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [email protected] to discuss your needs.