Client Service Sr. Analyst
Core
Provides administrative, operational, and client service support to Financial Advisors and bank clients to facilitate efficient day-to-day operations.
Role type
Senior Individual Contributor (Sales Support / Client Service Analyst)
Builds
Operational efficiency and client experience for Santander Investments
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Client service, administrative support, data entry, record maintenance, calendar management, reporting, problem-solving, Microsoft Office proficiency
Preferred skills
Bilingual English/Spanish, Business Analysis Certification (BA), FINRA 7 and 66 and Life and Health insurance licenses
Technologies
Microsoft Office, Santander internal systems
Responsibilities
Provide administrative and operational support to Financial Advisors; deliver high-quality service to internal and external clients; maintain Financial Advisors' calendars and coordinate appointments; perform data entry, scanning, and document management; assist with client research and reporting; escalate complex issues appropriately.
Seniority
Mid-level, hands-on IC