Client Service Sr. Analyst

Banco Santander • Miami, FL

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About The Position

The Client Service Sr. Analyst is a sales support role within Santander Investments, LLC. The role provides administrative, operational, and client service support to Financial Advisors (FAs) and bank clients, helping facilitate efficient day-to-day business operations. 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 position requires working knowledge of relevant systems, processes, policies, procedures, industry practices, and products, along with the ability to manage multiple service and administrative responsibilities. The Sr. Analyst responds to clients and internal partners professionally and promptly, resolves routine issues, and escalates more complex matters 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 employer sponsorship to commence employment. The position’s base pay range is $50,625 to $85,000 annually; compensation may vary based on skills, experience, training, licensure, certifications, and location. The role requires a proactive and responsible approach to risk management. Frequent minimal physical effort, such as sitting, standing, and walking, is required; depending on location, occasional movement and lifting of light equipment and/or furniture may be required. Santander is an equal opportunity employer and is committed to an inclusive and accessible application process.

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.
• Maintain appropriate investment licensing as required for the role.
• FINRA Series 7 and 66 licenses and Life and Health insurance licenses are required for the Ops team.
• Ability to work independently 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.
• Demonstrated initiative and a client-service orientation.
• Good analytical and problem-solving skills, including 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 workload and responsibilities effectively.
• Ability to plan and complete routine and cyclical work within established deadlines.
• Proficiency with Microsoft Office products.
• Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

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

Responsibilities

• Provide administrative and operational support to Financial Advisors.
• Deliver high-quality service to internal and external clients in accordance with established service standards.
• Collaborate with functional support groups and business partners to address routine client and business needs.
• Work independently on assigned responsibilities while contributing effectively within a team environment.
• Apply working knowledge of industry practices, internal processes, and established procedures to resolve routine issues, escalating more complex matters as appropriate.
• Respond to client requests, inquiries, and service needs in a timely and professional manner.
• Maintain Financial Advisors’ calendars, including coordinating and scheduling client appointments.
• Perform administrative activities, including scanning, uploading documents, maintaining records, and data entry.
• Develop and maintain proficiency in the systems and applications used to support the business line.
• Assist with client research, reports, and reviews of existing client and prospect information to support Financial Advisors.
• Collaborate with Financial Advisors to address administrative and service needs related to the existing client base.
• Support Financial Advisors with client service and sales-related activities in accordance with established procedures and applicable requirements.
• Maintain accurate client and business records and assist with reporting activities as needed.
• Support the timely completion of routine and cyclical business activities.
• Identify service issues and communicate or escalate them to the appropriate team member for resolution.
• Prepare materials and information for Financial Advisors and other business partners.
• Gather and use information and data to support routine business activities and client service needs.
• Ask appropriate questions to understand client needs and requests.

Benefits

• Santander states that its benefits are designed to support employees, their families, and their well-being, now and into the future; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree