Client Service Sr. Analyst

Banco Santander (Brasil); United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Santander Investments, LLC is seeking a Client Service Senior Analyst in the United States to provide essential sales support and client service to Financial Advisors and clients. You will help ensure efficient day-to-day operations, maintain records, and support reporting activities.

The role requires bilingual English/Spanish preferred, an associate degree or equivalent work experience, and 3+ years in customer service or related fields.

Qualifications

• Associate's Degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field, or equivalent work experience.
• 3+ years of experience in customer service, sales support, financial services, or a related occupation.
• Ability to work independently and set priorities to meet deadlines.
• Strong attention to detail and accuracy.
• Experience maintaining database records and supporting reporting activities.
• Effective verbal and written communication skills.
• Ability to communicate professionally with clients and partners.
• Maintains appropriate investment licensing as required for the role.
• Ability to prepare materials and information for Financial Advisors and partners.
• Demonstrates initiative and client-service orientation.
• Good analytical and problem-solving skills to research issues and find solutions within procedures.

Responsibilities

• Provides administrative and operational support to Financial Advisors.
• Delivers high-quality service to internal and external clients according to service standards.
• Coordinates with support groups and partners to address routine client and business needs.
• Works independently while contributing within a team.
• Resolves routine issues using knowledge of industry practices and internal processes; escalates complex matters as needed.
• Responds to client requests in a timely and professional manner.
• Maintains Financial Advisors' calendars and schedules client appointments.
• Provides general admin support: data entry, record maintenance, document scanning and uploading.
• Develops proficiency in systems and applications used in the business line.
• Assists with client research, reports, and reviews of client/prospect information.
• Collaborates with Financial Advisors to address service needs for existing clients.
• Supports advisors with client service and sales-related activities per procedures.
• Maintains accurate client and business records and assists with reporting.
• Supports timely completion of routine and cyclical business activities.
• Identifies service issues and escalates to appropriate team members.

Skills

Bilingual English/Spanish

Associate's Degree required

3+ years customer service

Organizational skills

Attention to detail

Data entry and reporting

Professional communication

Investment licensing maintenance

Materials preparation for advisors

Initiative and client-service mindset

Analytical and problem-solving skills

Education

Associate's Degree in Finance/Business/Insurance/Economics/Communications or related field

Job description

Client Service Sr. Analyst

Country: United States of America

It Starts With You:

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.

The Difference You Make:

The Client Service Sr. Analyst is a sales support role of Santander Investments, LLC. The Sr. Analyst provides administrative, operational, and client service support to Financial Advisors (FAs) and the Bank's clients, helping facilitate the efficient day-to-day operation of the business.

As part of the Client Service team, the Sr. Analyst works collaboratively with Financial Advisors, branch and home office associates, and other business partners to support client needs and provide a positive client experience. The role requires a working knowledge of applicable systems, processes, policies, and procedures and the ability to effectively manage multiple service and administrative responsibilities.

A successful Client Service Sr. Analyst demonstrates strong customer service, communication, organizational, and problem-solving skills. The role regularly interacts with internal partners and external clients and provides timely and professional support while escalating more complex situations as appropriate. Through effective administrative and client service support, the Sr. Analyst enables Financial Advisors to focus on client relationships and business development activities.

Essential Functions / Responsibilities

• Provides administrative and operational support to Financial Advisors.
• Delivers high-quality service to internal and external clients in accordance with established service standards.
• Works collaboratively with functional support groups and business partners to address routine client and business needs.
• Works independently on assigned responsibilities while contributing effectively within a team environment.
• Applies working knowledge of industry practices, internal processes, and established procedures to resolve routine issues and escalates more complex matters as appropriate.
• Responds to client requests, inquiries, and service needs in a timely and professional manner.
• Maintains Financial Advisors' calendars, including coordinating and scheduling client appointments.
• Provides administrative support, including scanning, uploading documents, maintaining records, data entry, and other general administrative activities.
• Develops and maintains proficiency in the systems and applications used to support the business line.
• Assists with client research, reports, and reviews of existing client and prospect information to support Financial Advisors.
• Collaborates regularly with Financial Advisors to address administrative and service needs related to the existing client base.
• Supports Financial Advisors with client service and sales-related activities in accordance with established procedures and applicable requirements.
• Maintains accurate client and business records and assists with reporting activities as needed.
• Supports the timely completion of routine and cyclical business activities.
• Identifies service issues and communicates or escalates them to the appropriate team member for resolution.

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bilingual English/Spanish preferred.
• Associate's Degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field, or equivalent work experience.
• 3+ years of experience in customer service, sales support, financial services, or a related occupation.
• Ability to work independently on assigned responsibilities and establish appropriate priorities to meet deadlines.
• Strong attention to detail and commitment to accuracy.
• Experience maintaining database records and supporting reporting activities.
• Effective verbal and written communication skills.
• Ability to communicate professionally and effectively with clients and internal business partners.
• Maintains appropriate investment licensing, as required for the role.
• Ability to prepare materials and information for Financial Advisors and other business partners.
• Demonstrates initiative and a client-service orientation.
• Good analytical and problem-solving skills, with the ability to research routine issues and identify appropriate solutions within established procedures.