Investments Client Service Analyst — Advisor Support

Santander US; Miami (FL); On-site; USD 51,000 - 85,000; Full time

Job summary

Santander Investments, LLC is seeking a Client Service Sr. Analyst in a sales support role. The analyst provides administrative, operational, and client service support to Financial Advisors and clients, enabling efficient day-to-day operations.

The role collaborates with internal partners to resolve needs and enhance the client experience. The candidate demonstrates strong customer service, communication, organizational, and problem-solving skills, with knowledge of applicable systems and

Qualifications

• 3+ years in customer service or sales support.
• Ability to work independently and set priorities.
• Strong attention to detail and accuracy.
• Maintains appropriate investment licensing as required.

Responsibilities

• Provides administrative and operational support to Financial Advisors.
• Delivers high-quality service to clients per established standards.
• Schedules client appointments and maintains calendars.
• Maintains records and supports reporting activities.
• Assists with client research and reviews of information to support FAs.
• Collaborates with Advisors to address service needs and sales activities.
• Supports routine client service and administrative duties.

Skills

Bilingual EN/ES

Communication

Organizational skills

Problem solving

Attention to detail

Education

Assoc Degree in Finance

Tools

Microsoft Office

Job description

Santander Investments, LLC is seeking a Client Service Sr. Analyst in a sales support role. The analyst provides administrative, operational, and client service support to Financial Advisors and clients, enabling efficient day-to-day operations.

The role collaborates with internal partners to resolve needs and enhance the client experience. The candidate demonstrates strong customer service, communication, organizational, and problem-solving skills, with knowledge of applicable systems and