Banco Santander de PR Solicita Personal

Empresa: Banco Santander
Ubicación: San Juan, PR

Vacante: Associate Principal, Strategy Consulting Firm

Salario: $0.00
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The Financial Consultant will work directly at the client call center and is dedicated to the servicing needs of an existing client base with the management of their investment and insurance products. Successful client service management is critical to the organization’s success.

This position provides support, service, and responds to operational questions, system questions and product questions. Responsibilities include proactive daily client management of operational items for attention, action on inbound client unsolicited requests. Performance will be measured on compliance with call center performance metric standards, satisfactory client service results, and opportunity management.

Requirements:

Bachelors Degree in Business Administration with concentration in Finance, Economy, Accounting or related, preferred.
Must have a valid and active Series 7 license.
Valid and active Series 63 license is preferred.
5 years in customer of field support; 3-5 years investment industry experience.
Must have the ability to communicate effectively both orally and written in Spanish and in English.

Roles & Responsabilities:

Proactive service management of assigned client book of business.
Execute on inbound client sales and trading inquiries.
Manage and resolve client service issues.
Escalate when necessary any complex situations, defining and setting expectations to all involved parties the necessary steps for resolution.
Actively participate in all training, keeping expert knowledge in all changes to operational and compliance policy, procedure, and system enhancements in order to deliver exceptional service

Our Compensation Program:

The right candidate will benefit from a competitive base salary, a potential performance bonus if eligible and an additional benefits package including health plan coverage. This is a noncommissioned role.

Aplica: Vía Banco Santander (Haga Clic Aquí)