Client Service Associate
$63.75k - $110kSantander
Associate, Investment Operations & Business AdministrationSantander 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 Associate, Investment Operations & Administration has a broad knowledge of the business and acts as the first point of reference for day-to-day queries as well as serves as a liaison to related areas. They work on activities and projects involving committees and/or senior management and may sometimes include the end-client. The incumbent focuses on maintenance and implementation of policies and procedures, while building towards becoming an area expert.Acts as an escalation point of contact for client issues or inquiries.Serves as a key subject matter expert and may oversee a small team as player/coach.Establishes, builds & maintains effective working relationships with key partners internal and external to the organization.Seeks to understand client's business needs and deliverables.Responds to client issues, anticipates client needs.Drives the engagement of other partners as appropriate to solve client inquiries/issues.Identifies potential risks.Seasoned professional contributor with full ownership for one or more processes, projects or procedures.Works independently with limited supervision.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.Education:Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - PreferredQualifications:5+ Years Experience in Investment Industry either in Operations, Back Office support or field Financial Consulting or equivalent. - Required.Thorough working knowledge of the operational aspects of transactions and products.Knowledge of and ability to design, implement and evaluate standard operating procedures affecting daily and strategic business operations in order to increase operational efficiency.Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes.Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.Knowledge of and ability to bring a reported problem to successful resolution.Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.Certifications:FINRA (Financial Industry Regulatory Authority): BA team - 7, 63, 65 or 66 (some need for 24) required - Required.FINRA (Financial Industry Regulatory Authority): Ops team FINRA 7 and 66 and Life and Health insurances required - 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.Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.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: $63,750.00 USDMaximum: $110,000.00 USDWe 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.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 View email address on click.appcast.io to discuss your needs.
- Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little more...Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your laser vision...SuggestedFull time
$63.75k
...Client Service Associate 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...SuggestedHourly payContract workWork experience placementWork at officeHome officeShift work- ...Client Services AssociateRegional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management...Suggested
$70k - $100k
...A good client experience usually comes down to a few simple things: listen, communicate clearly, and do what you said you would do. That is the foundation of this Client Services Associate opportunity. It is a full-time, in-office opportunity built around direct communication...SuggestedFull timeWork at office- ...Senior Client Service AssociateAs a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SuggestedWork at office
$70k - $100k
Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude...Full timeLocal area- ...Miami, FL Schedule:Monday-Friday, In Office Type:Contract A leading financial institution in Miami is seeking aClient Services Associateto support clients and internal teams in a fast-paced banking environment. The ideal candidate will have strong communication and...Contract workWork at officeMonday to Friday
- About Bci Bci provides financial services to individuals and corporation. We focus on being... ...leader in innovations and personalized client experience and, with more than About... ...Job Summary The Registered Client Service Associate will be supporting Bankers/Financial...Work experience placementHome officeAfternoon shift
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- Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through...Full time
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- A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will have a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication...Full time
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- ...where you'll work directly with bankers, support high-net-worth client relationships, and gain exposure to a broad range of banking... ...fast-paced environment where collaboration, ownership, and client service excellence are highly valued. Why This Role Matters This...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to,...Work at officeImmediate start
- ...This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating...
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- Bessemer Trust in Miami is seeking an Associate Client Advisor to service ultra-high net worth clients and manage coordinated delivery of trust, tax, planning and investment services. You will liaison with Client Advisors, Senior Client Advisors, and multiple departments...
- ...Job Description Job Description The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments...Work experience placement
- The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while...Work at office
$40k - $45k
...Elevare Branding is seeking a personable and detail-oriented Client Support Associate to join our team in Miami, FL. In this role, you will... ..., and ensure each interaction reflects the high level of service associated with our brand. The ideal candidate is organized...Full time- Job Reference #342231BRCityMiamiJob TypeFull Time Key responsibilitiesAre you truly service oriented? Do you know how to take care of people?We’re looking for a Registered Client Associate to:• keep management systems up-to-date with client information• educate clients...Flexible hours
- Jackson Hewitt - JobID: 100-167924885 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively engage...Immediate start
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- ...\n This is the seller's champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers... ...fintech/platform company. \n ~ A relationship-builder with a service mindset — you genuinely enjoy helping people succeed and...Monday to Friday
- ...their lives. \n \n What sets us apart is how we treat our clients. Removal proceedings are long, stressful, and deeply personal,... ...rigorous courtroom advocacy with exceptional, compassionate client service, and we're looking for a trial-minded attorney who shares that...
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