Client Service Sr. Analyst

Santander•Miami, FL

21h•$50,625 - $85,000

About The Position

The Client Service Sr. Analyst is a sales support role within Santander Investments, LLC, providing administrative, operational, and client service support to Financial Advisors (FAs) and bank clients. The role helps facilitate efficient day-to-day business operations and supports a positive client experience through collaboration with Financial Advisors, branch and home office associates, and other business partners. The position requires working knowledge of applicable systems, processes, policies, and procedures, along with the ability to manage multiple service and administrative responsibilities. The Sr. Analyst responds professionally and promptly to clients and internal partners, resolves routine matters within established procedures, and escalates more complex situations as appropriate. Effective support enables Financial Advisors to focus on client relationships and business development. Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. The position has an annual base pay range of $50,625 to $85,000; compensation may vary based on skills, experience, training, licensure, certifications, and location.

Requirements

Associate’s degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field, or equivalent work experience.
At least 3 years of experience in customer service, sales support, financial services, or a related occupation.
Ability to work independently, establish priorities, and 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, including researching routine issues and identifying 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 collaborate toward shared team goals and adapt to changes in processes and priorities.
Ability to organize and prioritize 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.
FINRA Ops team Series 7 and 66 licenses and Life and Health insurance licenses are required.
Applicants must be legally authorized to work in the United States full-time without employer sponsorship to commence employment.

Nice To Haves

Bilingual English/Spanish.
Business Analysis (BA) certification.
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

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.