Analyst, Client Lifecycle Management -Corporate & Investment Banking
Analyst, Client Lifecycle Management -Corporate & Investment Banking
Santander US
New York, NY
See who Santander US has hired for this role
New York, United States of America
Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.
Essential Functions/Responsibility Statements
Education
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: 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.
Bachelor of Science (BS) English
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Santander US Capital Markets LLC
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.
Salary: $59,400 - $84,000/year
Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.
Essential Functions/Responsibility Statements
- Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes.
- Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities
- Leads new customer onboarding projects to completion, provides innovation, process and technical expertise, advise & consult throughout the initial 90-day deployment plan.
- Regularly reviews and appraises workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
- Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
- Leads process improvements based on post-mortem transition analysis.
- Ensures the platform is successfully rolled out according to required timescales and customer initiative requirements.
- Builds relationships with key customer contacts to ensure high levels of satisfaction and lay the foundations for continued growth and partnership.
- Works closely with the Sales and Customer Success team to ensure seamless onboarding for all new customers.
- Owns the onboarding and implementation process for our most strategic clients, forging a successful long-term partnership.
- Maintains and tracks all projects and documentation.
- Serves as the client’s project manager and liaison internally during the onboarding process and special ongoing projects.
- Creates and delivers all onboarding programs and materials. Leverages client feedback to improve the onboarding process collaborating with leadership teams across departments.
Education
- Bachelor's Degree or equivalent degree and/or equivalent work experience
- 3+ Years Experience in securities, financial services or client-facing or project management roles preferred.
- Excellent verbal and written communication skills
- Excellent interpersonal skills with the ability to engage at all levels of the organization
- Exhibit a high energy level, and demonstrate the ability to work as a valuable contributor to the team, with flexibility in work habits to schedule and meet the needs of the Department
- The ability to multi-task, plan and prioritize a large volume of detail-oriented work in accordance with changing deadlines.
- Advanced computer skills including, but not limited to, Microsoft Outlook, Microsoft Word, Excel, and PowerPoint, and demonstrated ability to conduct Internet research in an efficient, productive manner
- Strong analytic and problem solving and project management abilities
- Must be a highly motivated candidate with the ability to work independently and in a highly fluid environment
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: 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.
Bachelor of Science (BS) English
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Santander US Capital Markets LLC
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.
Salary: $59,400 - $84,000/year
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Information Technology -
Industries
Financial Services
Referrals increase your chances of interviewing at Santander US by 2x
See who you knowGet notified about new Client Analyst jobs in New York, NY.
Sign in to create job alertSimilar jobs
People also viewed
-
Job Title: Financial Portfolio Analyst
Job Title: Financial Portfolio Analyst
-
Investment Banking Analyst I/II - Security & Safety (Chicago, New York, or Saint Petersburg)
Investment Banking Analyst I/II - Security & Safety (Chicago, New York, or Saint Petersburg)
-
BA with Investment Banking exposure, Trade Settlements experience
BA with Investment Banking exposure, Trade Settlements experience
-
Financial Analyst 1
Financial Analyst 1
-
Mergers and Acquisitions Analyst
Mergers and Acquisitions Analyst
-
Entry Level Equity Research Analyst - Food and Beverage Products
Entry Level Equity Research Analyst - Food and Beverage Products
-
Private Equity Client Solutions Analyst (US)
Private Equity Client Solutions Analyst (US)
-
Financial Analyst 3
Financial Analyst 3
-
Financial Analyst III
Financial Analyst III
-
Investment Banking Executive Assistant, Healthcare
Investment Banking Executive Assistant, Healthcare
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub