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Client Service Associate

Apply Req ID: 2101443 Date posted 03/31/2021

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 consultant (FC) and the Bank’s clients with the administrative and service functions of the business. The CSA operates remotely in a corporate office; the FC functions within the branch network. As a team, The CSAs collectively assure adequate support to the Firm’s top producing FCs. 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 FC 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.


  • Provides infrastructure support to several Financial Consultants (FCs) 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 Consultants’ calendars, including scheduling appointments
  • Provides administrative support including faxing, scanning, uploading documents, and data entry


  • Associate's Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field or equivalent work experience


  • 0-3 years; Experience in customer service, sales related occupations


  • Series 7 and 66 (or 63 and 65) preferred, or to be obtained within a specified timeframe
  • ChFC, CLU, other industry designations desirable


  • Excellent follow through and attention to detail
  • Skilled at coordinating multiple projects within tight timelines
  • Strong PowerPoint and Excel skills
  • Strong verbal and written communication skills


  • Minimal physical effort such as sitting, standing, and walking


  • Actively seeks information to understand customer needs
  • Foundational - Learning and developing
  • Ensures all tasks are carried out correctly
  • Learns from past mistakes and ensures that they are not repeated in similar future situations
  • Openly and proactively shares information
  • Works effectively in team settings
  • Shows appreciation for others' help and lends a hand when needed to complete shared tasks

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams.  We actively encourage everyone to apply.

Primary Location: Dorchester, Massachusetts, United States

Other Locations: Pennsylvania-Villanova,New Jersey-Florham Park,Massachusetts-Dorchester

Organization: Santander Bank, N.A.


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