Senior Client Service Analyst — Financial Advisor Support

Banco Santander SA

United States

On-site

USD 51,000 - 85,000

Full time

3 days ago
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Job summary

Banco Santander SA in the United States seeks a Client Service Sr. Analyst to support Financial Advisors and clients with administrative and service activities. You will coordinate schedules, handle records, and ensure timely responses while upholding service standards.

The role emphasizes customer service, problem-solving, and collaboration with branch and home office teams. A 3+ year track record in customer service or financial services and a two-year degree are preferred; bilingual

Qualifications

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Responsibilities

  • Provides administrative and operational support to Financial Advisors.

Skills

Customer service
Communication
Problem-solving
Attention to detail
Teamwork
Time management
Bilingual English/Spanish

Education

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

Tools

Microsoft Office

Job description

Banco Santander SA in the United States seeks a Client Service Sr. Analyst to support Financial Advisors and clients with administrative and service activities. You will coordinate schedules, handle records, and ensure timely responses while upholding service standards.

The role emphasizes customer service, problem-solving, and collaboration with branch and home office teams. A 3+ year track record in customer service or financial services and a two-year degree are preferred; bilingual

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