Associate Account Manager

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.

Country:
United States of America

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 Associate Account Manager will be responsible to perform client service tasks in a well‑organized and timely way, having a complete understanding of the need of the clients. Operates independently in providing day‑to‑day client service. It is necessary they have organizational skills, because they will undertake the tasks of receiving calls, take messages and routine correspondence, acting as the point of contact between the internal and external clients.

The Associate Account Manager reports to the Client Service Manager.

• Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships.
• Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships and guide them through the eSI app.
• Offers investment products and services, include asset and risk management, banking, and credit.
• Be very focused on client requirements and client satisfaction acting with urgency to solve all client escalations and issues and work colloboratively with various functional units to resolve issues quickly and effectively
• Proactive reach out to clients as needed to solve issues or dissatisfactions
• Read and answer emails on a daily basis

• Verify that account opening information is complete correctly.
• Opening account, collect customer information, review and follow-up by using Docu Sign
• Account update, collect customer information, review and follow-up by using Docu Sign
• Closing account, collect customer information, review and follow-up by using new system

• Address request for wire transfers
• Follow up with 360 EWF workflow and send confirmation if needed

• Coordinate meeting with credit area
• Review information for new loans or loan renewals prepared by Credit Risk for Client's signature
• Assist with the preparation of credit reports required

• Check daily account movements reports
• Identify and cover overdrafts

• Update client’s investment profile as needed for back‑up.
• Coordinate and follow up with POs pendings for the Team in order to avoid Tolerancia 0.

• Follow up and verify that all the transactions requested have been completed / processed by the operations dept.
• Open/close accounts and portfolios by using new system.
• Transfers securities (incoming/outgoing) by using new system.
• Follow up with clients Capital Calls and cover designated portfolios in order for Back Office Team to process. Other duties as assigned or requested by immediate supervisor

• Knowledge of modeling techniques and financial…