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Client Service Associate
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-90664785

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Santander Bank, NA

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  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
Client Service Associate
**Client Service Associate** **-** **1803698**
As a member of Santander's retail banking division you'll help serve Santander's retail and small business customers as part of one of the top banks in the United States based on deposits. With principal presence in the northeast U.S., Santander's retail division offers consumer and lending products to help our customers reach their financial goals. Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.
+ The Client Service Associate (CSA) provides infrastructure and support to a number of Financial Consultants (FCs).
+ Administrative support - Faxing, scanning, filing and uploading documents, data entry
+ Help maintain client records and other systems the Financial Consultants use
+ Process paperwork
+ Handle customer requests for information, prospect/customer inquiries and account maintenance inquires and service
+ Answer phone/schedule appointments/manage FCs calendars
+ The position includes interacting with clients from a remote office
+ Education: Bachelors or 3 years of work experience, at least 1 year in the industry
+ License/Certification: Active Series 7, 63 and 65/66 licenses as well as appropriate state insurance licenses
+ Technical skills - Pershing/NetX360 knowledge helpful but not required; Microsoft Office (Word, Excel and Outlook)
Specialized Knowledge:
+ Ability to work effectively, as well as independently, in a team environment
+ Client Relationship Development and client service skills
+ Recordkeeping skills
+ Strong attention to detail, a must
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.
## **Job** **:** Administratives Support
## **Primary Location** **:** New Jersey-Florham Park
## **Schedule** **:** Full-time
## **Job Posting** **:** Jun 4, 2018, 2:46:59 PM

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