Latin America & Caribbean Client Service - Officer at State Street in Sacramento, California

Job Description:

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 US 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

• Assist the Client Service Manager with client relationships and sentiment via daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues


• Act as an escalation point for State Street services


• Respond timely and accurately to client issues and inquiries


• Assist opportunities to increase quality, productivity and control related to the service delivery model.


• Assist championing enquiries from / issues raised by various State Street organizations and follow through to ensure that client facing problems and issues are addressed


• Influence others in preparing various statuses, activity and performance reports for senior management


• Collaborate with STT's middle and back office operations and provide input on plans to enhance operations


• Bi-weekly management of client facing issues including Operational Control Framework issues, reporting outages and reputation or risk impacting workstream items. Internal meetings are held to review updates and statuses with operational teams


• Develop to demonstrate proficiency as a MyStateStreet Product Champion and expanding expertise with State Street Enterprise platforms.


• Assist with data collection for various reports


• Ultimately responsible for the success of implementation / problem resolution


• Tactically use a broad array of communication vehicles to lead, direct and facilitate client service issues

What we value

These skills will help you succeed in this role:

• Strong communication skills


• Detail oriented and accuracy


• Strong problem solving skills


• Ability to multi-task and ability to work under pressure/deadlines

Education & Preferred Qualifications

5 years' experience in client service or relationship management capacity

A University Degree in banking/finance or related field

Fluency in oral and written English and French.

Strong collaboration and influencing skills

Strong written and communication skills and ability to assist in presenting to clients and senior STT management.

Strong sense of ownership and team spirit

Additional requirements

• Spanish, Portuguese or both is mandatory


• This position requires working during US Holidays.


• 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


• Willingness for regular business travel

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

Additional Locations

Sacramento, California

Quincy, Massachusetts

Salary Range:
$60,000 - $90,000 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.

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