Associate Account Manager

Associate Account Manager

Country: United States of America

It Starts With You:

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.

If you are interested in exploring the possibilities We Want to Talk to You!

Position Summary:

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.

Position Duties / Responsibilities:

Relationship Management & Client Focus
• 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

New Accounts & Updates
• Verify that account opening information is complete correctly.
• Opening account, collect customer information, review and follow-up by using DocuSign
• Account update, collect customer information, review and follow-up by using DocuSign
• Closing account, collect customer information, review and follow-up by using new system

Wire Transfers
• Address request for wire transfers
• Follow up with 360 EWF workflow and send confirmation if needed
Credit Operations
• 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
Overdrafts
• Check daily account movements reports
• Identify and cover overdrafts
Investments
• 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.

Back Office:
• 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

Specialized Knowledge

• Knowledge of modeling techniques and financial analysis

• Excellent time management skills and ability to multi-task and prioritize work • Excellent written and verbal communication skills

• Organizational and planning skills in a fast-paced environment

• Attention to detail and problem solving skills

• Strong knowledge of Banking and Regulatory Documentation requirements.

Education:

Bachelor’s degree required or equivalent experience 

Business Experience:

3-5 years of relevant experience or demonstrated required level of proficiency  

Technical Knowledge

• Microsoft Office, eS SIystem                                                                                                                               • Strong sales and marketing skills
• Excellent corporate work ethics
• Possess strong interpersonal and organizational skills
• Demonstrated analytical and problem solving skills with ability to proactively identify address and mitigate potential problems

Languages:

Spanish, English & Portuguese is required.

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:

$54,375.00 USD$92,500.00 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. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) 

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 [email protected] to discuss your needs.