Client Service Associate

Banco Santander SA; Miami, Northern (FL, KY); Hybrid; USD 64,000 - 110,000; Full time

Job summary

Santander USA is seeking an Associate in Investment Operations & Administration in Miami. The role focuses on operations, policy implementation, and serving as a reference point for day-to-day queries while interacting with senior management and possibly end-clients.

The position emphasizes accuracy, risk awareness, and the ability to manage multiple tasks with limited supervision. A strong foundation in investment operations and FINRA certifications is preferred.

Qualifications

• 5+ Years Experience in Investment Industry in Operations, Back Office, or financial consulting.
• Thorough knowledge of operational aspects of transactions and products.
• Ability to design, implement and evaluate SOPs to increase efficiency.
• Strong communication and teamwork skills; accuracy and attention to detail.

Responsibilities

• Act as escalation point for client issues or inquiries.
• Serve as a key SME and may oversee a small team as player/coach.
• Establish and maintain relationships with key internal and external partners.
• Understand client needs and deliverables; respond to issues and anticipate needs.
• Drive engagement of other partners to solve client inquiries/issues.
• Identify potential risks and address them proactively.
• Work independently with limited supervision.

Skills

Client relationship management

Operational risk awareness

Communication skills

Multitasking

Leadership (player/coach)

Education

Bachelor’s Degree in related field

Job description

## Associate, Investment Operations & Business AdministrationApply: Miami: Full time: Posted Today: Req1615220Associate, Investment Operations & Business AdministrationCountry: United States of America**It Starts Here:**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-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 - Preferred **Qualifications:*** 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 USD**We 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. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) **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 [e-mail] to discuss your needs.