Client Services - Santander Asset Management

Client Services - Santander Asset Management

The Client Services area at SAM has three main pillars of customer service:

1 - Pillar of Structure and Maintenance of Exclusive Mandates – The objective of this pillar is to support the Commercial team in conversations and interactions with exclusive clients (Legal Persons - Institutional and Corporate) regarding the constitution and alteration of mandates. The role involves the intermediation of points with Administrators, Product Team, and other areas of SAM that are necessary in the processes of opening funds, alterations (change of fee, change of mandate structure...), and corporate events (closure, split, incorporation, integralization, among others), as well as evaluating operational themes and pertinent documents.

2 - Pillar of Customer and SAM Commercial Service – In this pillar, we handle the service and direction of client doubts and information, providing support to the Commercial team, which is centralized in this structure. It also has the role of critically, assertively, and quickly evaluating points and themes, identifying the type of demand, seeking answers, and intermediating with partner areas, whether within or outside SAM, or even with Administrators and Custodians.

3 - Pillar of Managerial Reports – In this pillar, our team is responsible for the generation, preparation, and sending of all SAM managerial reports to clients, Advisors, and Bankers (Commercial Fichas, Performance Presentation, among other reports), ensuring the assertiveness, precision, SLA (delivery/receipt time frame), and quality of information and reports. For the production of these reports, it is necessary to interface and follow up on the delivery of information with the various areas of SAM, as well as the preparation, consolidation, and review of databases to ensure the precision of the information to be disclosed to clients.

Some of the activities carried out by this team include:

• Conducting and structuring corporate events of investment funds/administered portfolio (transfer, opening, closure...);
• Preparation, sending, and critical analysis of routine reports;
• Attending to client demands and doubts;
• Project of automation of reports/materials;
• Accreditation of clients RPPS;
• Intermediating themes with Risk, Compliance, Commercial, Management, Legal, Products, etc. areas.

For this role, we value:

• Complete higher education in Economics, Business Administration, or Engineering;
• Certificates: CPA 20 or CEA (desirable, but not exclusionary);
• Languages: English or Spanish (from basic level);
• Office Suite (from intermediate);
• Deep knowledge of investment funds, structuring, and including the regulatory part;
• Solid knowledge and experience in corporate events of investment funds (such as the structure, functioning, stages of events, constitution...);
• Knowledge of the assets/active part of investment funds.

Soft Skills:

• Organization;
• Proactivity;
• Good communication;
• Agility;
• Criticality;
• Likes talking to clients and has familiarity with the preparation of reports and sending of routines.