Latin America & Caribbean Client Service-Investor Services, Officer
Core
Provide operational and technical client service support for institutional clients in the Latin America and Caribbean region, ensuring SLA compliance and managing inquiries across 18 products including custody and fund administration.
Role type
Client Service Officer (Institutional Services)
Builds
Client service delivery and operational support for asset managers, asset owners, insurance companies, and official institutions.
Domain
Financial Services / Asset Servicing
Deliverable
client delivery
Required skills
Client relationship management, inquiry management, SLA monitoring, escalation handling, operational control framework management, data collection for reporting, cross-functional collaboration, product expertise (State Street platforms), pipeline management.
Preferred skills
Banking/finance degree, fluency in English and French, experience in client service or relationship management, ability to work under pressure, multi-tasking, influencing skills.
Technologies
State Street Enterprise platforms, MyStateStreet
Responsibilities
Assist Client Service Manager with client relationships and sentiment; act as an escalation point for State Street services; respond timely to client issues and inquiries; manage client-facing issues including operational outages and reputation/risk items; prepare status and performance reports for senior management; collaborate with middle and back office operations; assist with data collection for various reports.
Seniority
Mid-level (5 years experience required)