LATAM Investor Services Client Advisor

State Street Corporation

Ciudad de México

On-site

MXN 900,000 - 1,200,000

Full time

14 days+

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Benefits offered by this job

Flexible work program
Volunteer days
Comprehensive benefits

Job summary

State Street in Mexico City is seeking a bilingual Client Service professional to support 18 products across custody and fund administration, working with the Client Service Manager to maintain service levels for LATAM clients.

You will act as an escalation point, respond to inquiries promptly, and collaborate with middle and back office teams to improve operations while engaging in holidays and LATAM hours.

Qualifications

  • 5 years’ experience in client service or relationship management
  • 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 and ability to assist in presenting to clients and senior STT management
  • Strong sense of ownership and team spirit

Responsibilities

  • Support internal business partners and clients across 18 products including custody and fund administration
  • Assist 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
  • 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

Skills

Strong communication
Detail oriented
Problem solving
Multi-tasking
Work under pressure
Team collaboration
Fluency in English and French

Education

University Degree in banking/finance or related field

Job description

State Street in Mexico City is seeking a bilingual Client Service professional to support 18 products across custody and fund administration, working with the Client Service Manager to maintain service levels for LATAM clients.

You will act as an escalation point, respond to inquiries promptly, and collaborate with middle and back office teams to improve operations while engaging in holidays and LATAM hours.

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