Associate Account Manager

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized enabling you to thrive both professionally and personally. Here you will find ample opportunities to connect and collaborate with talented colleagues from around the world sharing insights and driving innovation together. Join us at Santander where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits 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 collaboratively 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 Clients signature
Assist with the preparation of credit reports required
Overdrafts
Check daily account movements reports
Identify and cover overdrafts
Investments
Update clients 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:

Bachelors degree required or equivalent experience

Business Experience:

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

Technical Knowledge

Microsoft Office eSI System

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 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.

Link to Santander Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide ()

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 standingand 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 to discuss your needs.