Santander · 3 hours ago
Associate, Investment Operations & Administration, Boston, MA
Boston
Full-time
Onsite
Mid, Senior Level
$64K/yr - $110K/yr
5+ years expSantander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. The Associate, Investment Operations & Administration serves as a liaison for day-to-day queries and focuses on the maintenance and implementation of policies and procedures while building expertise in the area.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
Responsibilities
Acts as an escalation point of contact for client issues or inquiries
Serves as a key subject matter expert and may oversee a small team as player/coach
Establishes, builds & maintains effective working relationships with key partners internal and external to the organization
Seeks to understand client’s business needs and deliverables
Responds to client issues, anticipates client needs
Drives the engagement of other partners as appropriate to solve client inquiries/issues
Identifies potential risks
Seasoned professional contributor with full ownership for one or more processes, projects or procedures
Works independently with limited supervision
Qualification
Required
5+ Years Experience in Investment Industry either in Operations, Back Office support or field Financial Consulting or equivalent
Thorough working knowledge of the operational aspects of transactions and products
Knowledge of and ability to design, implement and evaluate standard operating procedures affecting daily and strategic business operations in order to increase operational efficiency
Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy
Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
Knowledge of and ability to bring a reported problem to successful resolution
Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations
Preferred
Bachelor's Degree or equivalent work experience: Business Administration, Finance, or Accounting or equivalent
FINRA (Financial Industry Regulatory Authority): FINRA Series 7, Series 66 (or 63 & 65), Series 24 and Life and Health insurances
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Benefits
Fair and competitive rewards package
Benefits are designed to support you, your family and your well-being
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Leadership Team
Hector Grisi
Consejero Delegado de Banco Santander
Recent News
2026-01-22
Computer Weekly
2026-01-16
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