Client Accounts Analyst

It Starts Here:

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!

Client Updates
• Update and maintain client information in the T-24 system.
• Input customer data into relevant systems and verify documentation, including signatures.
• Assist in adding or updating client party relationships.
• Support the processing of client Risk Profile Tests.
• Create and update client security procedures.

Deceased Accounts Processing
• Review and verify death certificates and supporting documentation.
• Notify appropriate teams to proceed with deceased account coding.
• Identify potential U.S. situs cases and request required documentation.
• Verify affidavits and coordinate with Client Updates to remove deceased parties.

New Accounts & Portfolios
• Assist in setting up new client portfolios and verifying documentation.
• Create new accounts within client portfolios.
• Support the completion of Risk Profile Tests.

Account & Portfolio Closures
• Enter account closure information into T-24.
• Apply manual fees related to account closures.
• Process the closure of accounts, portfolios, and client records.

Wire Transfer Verification
• Verify client signatures for wire transfer instructions.

Listed Options
• Review listed options documentation.
• Assist in creating GLCS codes and setting up listed options accounts.

Lending Value
• Verify lending value opt-in/opt-out documentation and supporting summaries.

Time Deposit
• Support review of time deposit transactions processed through Appian.
• Ensure required approvals and relationship manager involvement are in place.
• Assist in validating transaction details recorded in T-24 via Appian.
• Contribute to maintaining accurate and centralized transaction records.

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:

Maximum:

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:

Review the internal eligibility guidelines here. 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 TAOps@santander.us to discuss your needs.