Who we are looking for

As a member of the Latin America and Caribbean Client Service team, you will responsible for assisting on all aspects of operational and technical service to our client. You will forge and maintain an effective working partnership with the Client Service Manager, whilst taking into account internal business requirements. This team is the face of State Street and is responsible for ensuring the clients services’ expectations are met and exceeded through;

• Exceptional inquiry management and responsiveness and;
• Ensuring clients SLA’s are met through

You will gain valuable insight into how State Street supports institutional client relationships as well as an unique understanding of the Latin America and Caribbean region.

***Spanish, Portuguese or both is mandatory. This position requires working during Holidays****

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

• As a Custody Client Service Senior Associate your responsibilities will include
• Comprehensive and demonstrated knowledge of overall process and operating model for multiple clients within the team
• Acts as point of contact for operational activities and client inquiries.
• Monitors and oversees the performance of all business unit Shared Service Teams, global Centers of Excellence and India operations as it relates to the overall service delivery for their clients.
• Resolve & escalate open and daily issues and provide solutions within the target turnaround timelines
• Maintains and strengthens relationships with internal departments and clients
• Online support for various client-facing applications, set up, training, resolving data integrity issues, assisting with new product rollouts.
• Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates, security registration/system access/ID administration and FAR set up
• Production of client-customized reporting; collection of data and production of customer report cards
• Assist with compliance/fiduciary reviews and audits.
• Identify and implement consistent operational best practices.
• Train and develop new staff.
• Provides direction and training to staff and act as point of reference for knowledge
• Delegates tasks to appropriate individuals
• Make suggestions to streamline operations.
• Help develop processes to control or eliminate risk across business unit
• Constantly update and implement controls and procedures as necessary
• Monitor day-to-day service delivery of Business Unit Shared Service and Centers of Excellence for assigned accounts.
• Ability to recognize problems that need the attention of management
• Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients.
• Must maintain high level of performance under pressure

What we value

These skills will help you succeed in this role

• Utilize ‘client first’ mindset - continue to improve Client Service and the Client experience to deepen relationships with clients
• Demonstrate ownership and initiative, be able to perform well under pressure and simultaneously handle multiple assignments in a deadline driven environment.
• Must have analytical and problem-solving skills
• Strong computer competence (Microsoft applications: Excel, Word, etc.).
• Accuracy and detail-orientated.
• Communicates clearly and effectively in all written and verbal correspondence
• Must have analytical and problem-solving skills
• Adhere to company policies and guidelines
• Must constantly strive to increase knowledge and skill levels
• Maintains open communication with co-workers and superiors

Education & Preferred Qualifications

• Bachelor’s degree, preferably within Accounting, Finance or Economics
• At least 3 years’ work experience in accounting, finance, mutual fund operations, loan servicing or related career

Additional requirements

Languages: English speaking candidate must also speak Spanish, Portuguese or both.

This position requires working during holidays

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Discover more at StateStreet.com/careers

Additional Locations

Sacramento, California

Quincy, Massachusetts

Salary Range:

$52,000 - $75,400 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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