Job description
WHAT YOU WILL BE DOING
Position Summary:
The Client Account Analyst supports the commercial team with operations tasks. The Analyst is responsible to update data on T-24 such as personal data and IDs. S/he will be responsible for Risk Client Profile, security procedure, process signatures cards, create and/or modify third parties, remove limited and/or General Power of Attorney. The Analyst is also responsible for the closing and opening of accounts and portfolios, enrollment and daily inquiries for E-Banking, signature verification for Wire Transfers and verification of documents sent through Docusign, adhering to bank's procedures.
The Client Account Analyst reports to the Client Administration Supervisor
Position Duties / Responsibilities:
- Responsible to modify client's information (personal data) in T-24 platform, FACTA module, to open and close client's account.
- Incorporate customer information in compliance Tables – verify signatures.
- Responsible to send client's completed documentation to our Compliance Department, to proceed with the opening/closure of client's account.
- Create and modify client’s portfolio, as necessary.
- Responsible to add or modify party relations.
- Responsible to process client's Risk Profile Test, to identify investment knowledge.
- Close accounts and portfolios.
- Calculate fees to be charged to the client for account closing and enter it to T-24 platform.
- Provides training and support to UHN clients to facilitate enrollment of e-Banking platform.
- Responsible to escalate any issues and incidents to our Technology team to guarantee high-standard services.
- Point of contact for e-Banking platform for clients, bankers and assistants.
- Responsible to guide and train clients with the following processes, ensuring compliance procedures: password reset, security questions, online wire transfers, disabling and enabling users, paperless, amend email, callback number, user names, secured message between client and bankers, views account balances, activity, valuations and signs “purchase orders.”
- Responsible to communicate with our Technology Department to develop new strategies for e-Banking, based on clients' feedback.
- Verify signatures of documents (Notice of borrowing, standing orders, portfolio closing letter and portfolio internal funds transfer).
- Verify signature of wire transfers and purchase orders.
- Responsible to verify Credit Documents sent through DocuSign.
Other duties as assigned or requested by immediate supervisor.
Specialized Knowledge:
- Excellent time management skills and ability to multi-task and prioritize work
- Attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Excellent customer service skills
- Strong organizational skill with the ability to multi-task
Education: Bachelor’s degree required or equivalent experience
Business Experience: 1-3 years of relevant experience or demonstrated required level of proficiency
Technical Knowledge
- Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
- Experience with T-24
- Knowledge of office administrator responsibilities, systems and procedures
- Knowledge of office management systems and procedures
Languages
Spanish and English required. Portuguese is a plus.
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: 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 at any time for any reason.
Primary Location: Miami, FL, Miami
Other Locations: Florida-Miami
Organization: Banco Santander International
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