LATAM Client Service-Investor Services, Senior Associate

Há 1 mês

São Paulo, Brasil State Street Tempo inteiro

Who we are looking for

As a member of the Latin America and Caribbean Client Service team, you will be 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;
  • Ensuring clients SLA’s are met.

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

***English, Spanish, and/or Portuguese are mandatory. This position requires working during Holidays and staggered shifts to accommodate LATAM region business hours.***

Why this role is important to us

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

  • Support internal business partners and clients across 18 products throughout our global organization, including custody, fund administration, and others.
  • 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 setup, tax reclaims/tax documentation, market openings/exits/updates, security registration/system access/ID administration and FAR setup.
  • 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 a ‘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-oriented.
  • Communicates clearly and effectively in all written and verbal correspondence.
  • 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

  • This position requires working during Holidays and staggered shifts to accommodate LATAM hours of operation.
  • Ability/process of accurate pipeline management from initial lead to close.
  • Ability to work within a collaborative environment to achieve results.
  • Ability to manage and influence colleagues and virtual team members.

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. 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 perspectives 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 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.

End Date: February 24, 2025

For further information, and to apply, please visit our website via the “Apply” button below.

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