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.
- Openin...
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis.