Senior Client Support & Solutions Specialist

Banco Santander SA; New York (NY); Hybrid; USD 46,000 - 79,000; Full time

Job summary

Santander is seeking a Sr. Specialist, Client Support to provide day-to-day client assistance via telephone, email and in-person contact. The role includes onboarding new clients, handling account inquiries, and coordinating with internal departments to ensure timely processing of paperwork.

The position requires 3+ years in customer service or related fields, strong MS Office skills, and exceptional communication. Base pay ranges are posted; location is United States and travel may be required.

Qualifications

• Bachelor's Degree in related field or equivalent demonstrated through work experience, training, military service, or education - Required.
• 3+ years in customer service, business process, or project management.
• Experience with Microsoft Office (Outlook, Excel, Word) and strong communication skills.
• Ability to manage multiple tasks and deadlines with data interpretation and problem-solving.

Responsibilities

• Provide day-to-day client support via phone, email, and in person.
• Assist with opening accounts, balance inquiries, and wire processing.
• Handle loan transactions including advances, transfers, payoffs, and pay downs.
• Onboard new clients and troubleshoot issues with internal teams.
• Prepare packages, enter data, track invoices, and gather information for projects.
• Prepare and distribute ICC reports and keep minutes of meetings.
• Support loan officers and compliance-related data requests.

Skills

Microsoft Office

Customer service

Communication

Multitasking

Analytical thinking

Active listening

Office equipment

Judgment

Adaptability

Education

Bachelor's degree

Job description

Santander is seeking a Sr. Specialist, Client Support to provide day-to-day client assistance via telephone, email and in-person contact. The role includes onboarding new clients, handling account inquiries, and coordinating with internal departments to ensure timely processing of paperwork.

The position requires 3+ years in customer service or related fields, strong MS Office skills, and exceptional communication. Base pay ranges are posted; location is United States and travel may be required.