Client Service Sr. Analyst

Client Service Sr. Analyst

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 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.
• Working knowledge of sales support practices and client service techniques.
• Working knowledge of relevant departmental and Bank products and services.
• Ability to work collaboratively toward shared team goals and adapt to changes in processes and priorities.
• Ability to organize and prioritize own workload and responsibilities effectively.
• Ability to plan and complete routine and cyclical work within established deadlines.
• Ability to ask appropriate questions to understand client needs and requests.
• Ability to gather and use information and data to support routine business activities and client service needs.
• Proficiency with Microsoft Office products.

Certifications:

• FINRA (Financial Industry Regulatory Authority): Ops team FINRA 7 and 66 and Life and Health insurances required - Required.
• BA (Business Analysis Certification): - Preferred.

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: $50,625.00 USD

Maximum: $85,000.00 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.

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 View email address on click.appcast.io to discuss your needs.