Santander Jobs

Mobile santander Logo

Job Information

Santander US Client Service Associate, Investments, Florham Park, NJ in Florham Park, New Jersey

Client Service Associate, Investments, Florham Park, NJ

Req ID: 2105748 Date posted 01/05/2022

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


  • 3-5 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


  • 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

  • Experience coaching and influencing others to achieve goals

  • Maintains appropriate sales licensing

  • P.C. software applications (e.g. Excel, Word, PowerPoint)

  • 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


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


  • 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 ahead 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

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: Florham Park, New Jersey, United States

Other Locations: -,New Jersey-Florham Park

Organization: Santander Bank, N.A.

As a part of our commitment to the health and safety of our employees and clients, we have implemented COVID-related health and safety requirements for our workforce. These requirements may include all or some combination of: disclosing your vaccination status, being fully vaccinated, regular testing, mask wearing and social distancing. As you go through our selection process, the requirements will be clearly disclosed to you.

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.

US Candidates/Employees: Click here to view the “EEO is the Law ( ” poster and supplement and the Pay Transparency Policy Statement. (

Click here to view the California Privacy Notice. Need assistance? Contact