Vice President of Client Services for Latin America
2 weeks ago
Overview
We are seeking a highly skilled individual for the position of Vice President of Client Services for Latin America and the Caribbean. In this role, you will oversee the service delivery for our institutional clients across the region.
Your Role
As the Vice President, you will lead a proactive team that collaborates with Centers of Excellence and Business Unit Shared Service teams to enhance our clients' investment strategies.
Key Responsibilities
In this position, you will be responsible for:
- Managing a team of Client Service officers and AVPs, providing direction and expert guidance.
- Fostering staff development and creating an environment that promotes service excellence.
- Delivering comprehensive project management for client and systems initiatives.
- Ensuring exceptional client satisfaction by identifying needs and addressing potential internal challenges.
- Overseeing service delivery to meet or exceed established SLA and KPI metrics.
- Assisting with client due diligence, compliance reviews, and audits.
- Supporting new business development efforts as required.
Risk Management
As part of your daily responsibilities, you will identify any unusual or potentially suspicious transaction activities and escalate them in accordance with corporate policies.
Strategic Framework
You will create and implement a strategic client service framework that ensures a consistent client experience and leverages industry best practices.
Collaboration
Work closely with internal management teams to maintain an effective operating environment, keeping senior management informed of developments, service issues, and business opportunities.
Qualifications
To succeed in this role, you should possess:
- Proven leadership capabilities.
- Strong interpersonal and communication skills with a passion for client service.
- Excellent verbal and written communication skills, including experience with client presentations.
- Strong analytical and problem-resolution skills.
- Bilingual proficiency in Spanish or Portuguese.
- A bachelor's degree in a business-related field, preferably in Accounting or Finance.
Additional Requirements
Familiarity with financial and investment operations is advantageous. You should be able to work effectively under pressure and meet deadlines. Flexibility to work during US holidays may be required.
About Us
We are a leading custodian bank and asset management firm, committed to delivering innovative financial solutions. Our inclusive work environment values diverse backgrounds and perspectives, fostering a culture where everyone can thrive.
Benefits
We offer competitive and comprehensive benefits packages, including generous medical care, insurance, and savings plans. Our flexible work programs and development opportunities support your professional growth.
Commitment to Diversity
We actively engage with our communities and promote diversity, equity, and inclusion in the workplace. We welcome candidates from all backgrounds and experiences.
-
Risk Oversight Vice President
20 hours ago
Quincy, Massachusetts, United States State Street Corporation Full timeJob DescriptionState Street Corporation is seeking a highly skilled Risk Oversight Vice President to join our Enterprise Technology Risk Management (ETRM) organization. As a key member of our team, you will play a critical role in ensuring the effective management of technology-related risks across the organization.Key ResponsibilitiesTechnology Risk...
-
Assistant Vice President of Complex Operations
2 weeks ago
Quincy, Massachusetts, United States State Street Corporation Full timePosition Overview We are seeking an experienced leader to oversee a team of professionals responsible for delivering Net Asset Values (NAVs) and other accounting operational outputs for our clients at State Street. Exceptional communication and interpersonal skills are critical for success in this role. The ideal candidate will possess strong technical...
-
Quincy, Massachusetts, United States State Street Corporation Full timeRole SignificanceAs a Vice President of Treasury Operations at State Street Corporation, you will be pivotal in overseeing our treasury functions with an emphasis on optimizing the Gtreasury platform for testing, deployment, and enhancement. Your role will encompass Gtreasury cloud assessments, account management, and ensuring compliance with Fedwire...
-
Vice President of Portfolio Services
1 week ago
Quincy, Massachusetts, United States myGwork LGBTQ Business Community Full timeWho We Are SeekingThe Alpha Portfolio Services team is a committed global business unit collaborating with clients, operational teams, and IT to ensure precise oversight of Front Office and Middle Office Information Delivery.Team ResponsibilitiesThis team is tasked with maintaining the accuracy of the Investment book of records and ensuring that client...
-
Quincy, Massachusetts, United States State Street Full timeWho we are looking forLooking for a hands-on manager who will be able to support middle office / post-trade functions for a major asset manager client. Expertise is required specifically in reconciliations and strong knowledge of the following functional areas: trade management / settlements, corporate actions, accounting, income, taxation, and static...
-
Quincy, Massachusetts, United States State Street Full timeWho we are looking for Looking for a hands-on manager who will be able to support middle office / post-trade functions for a major asset manager client. Expertise is required specifically in reconciliations and strong knowledge of the following functional areas: trade management/settlements, corporate actions, accounting, income, taxation, and static...
-
Portfolio Services Manager, Vice President
1 month ago
Quincy, Massachusetts, United States State Street Full timeWho we are looking forThe Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...
-
Assistant Vice President of Operations
5 days ago
Quincy, Massachusetts, United States State Street Corporation Full timeAbout the RoleWe are seeking an experienced leader to join our team as a Senior Operations Manager. This is a key role that will play a critical part in the overall success of our organization.Key ResponsibilitiesManage a team of professionals to deliver high-quality operational outputs for our clients.Develop and implement process improvements to increase...
-
Quincy, Massachusetts, United States Bank of America Full timePosition Title: Assistant Manager of Financial Center OperationsLocation: Quincy, MassachusettsRole Overview:At Bank of America, our mission is to enhance financial well-being through every interaction. We prioritize Responsible Growth, ensuring that we meet the needs of our clients, teammates, communities, and shareholders consistently.We are committed to...
-
Technology Risk Management VP
2 weeks ago
Quincy, Massachusetts, United States State Street Corporation Full timePosition Overview The Technology Risk Management Vice President plays a pivotal role within the First Line Risk and Controls (FLRC) team, which is integral to ensuring robust technology risk governance at State Street. This position entails spearheading and executing key components of the FLRC Regulatory Management Services (RMS) initiative, including...
-
Quincy, Massachusetts, United States State Street Corporation Full timeAbout the RoleWe are seeking a highly skilled Business Product Owner to join our Front-to-Back Business Strategy team at State Street Corporation. As a key member of our team, you will play a critical role in developing and supporting integration services to ensure seamless use of our product offerings.Key ResponsibilitiesDevelop and support integration...
-
Client Services Representative
1 week ago
Quincy, Massachusetts, United States East West Bank Full timeAbout the RoleWe are seeking a highly skilled Client Services Specialist to join our team at East West Bank. As a Client Services Specialist, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.Key ResponsibilitiesClient Service and Support: Provide timely...
-
Vice President of Custody Product Innovation
2 weeks ago
Quincy, Massachusetts, United States Aztec Full timePosition OverviewWe are seeking a seasoned professional to lead initiatives in Corporate Actions, Income, Tax, and Corporate Governance within our Asset Servicing Product Development team. This role will collaborate closely with the Product team, Global Delivery (operations), and Technology to drive the strategic objectives of our custody product...
-
Client Service Representative
2 days ago
Quincy, Massachusetts, United States Park State Bank Full timeJob Description**Job Summary:**The Client Service Specialist is a customer-focused role, dedicated to the success of Park State Bank. In this position, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries.**Key Responsibilities:****High-Touch...
-
Technology Risk Management VP
1 week ago
Quincy, Massachusetts, United States State Street Corporation Full timeWho we are seeking The Technology Risk Management Vice President is a key member of the First Line Risk and Controls (FLRC) team, which serves as a primary defense mechanism dedicated to effective technology risk oversight at State Street. This individual will take charge of specific components of the FLRC Regulatory Management Services (RMS) initiative,...
-
Vice-Président, Ingénieur en Risques Financiers
2 weeks ago
Quincy, Massachusetts, United States State Street Corporation Full timeResponsabilités du PosteEn tant que Vice-Président, Ingénieur en Risques Financiers, vous serez chargé de :Diriger et superviser une équipe mondiale dédiée à la mise en œuvre de solutions technologiques pour les applications de gestion des risques.Fournir une expertise technique tout en intégrant une connaissance approfondie des applications...
-
Customer Service Sales Representative
2 weeks ago
Quincy, Massachusetts, United States Bridgestone America, Inc. Full timeRetail Sales AssociateCompany OverviewBridgestone America, Inc. is a leading entity in the tire and automotive service industry, employing a vast workforce across North America. With a network of over 2,200 retail locations, including well-known brands, we are committed to providing exceptional service and products to our customers. Our diverse team is...
-
Customer Service Specialist
5 days ago
Quincy, Massachusetts, United States Bridgestone America, Inc. Full time**Job Summary**Bridgestone America, Inc. is seeking a highly motivated and customer-focused Retail Salesperson to join our team. As a Retail Salesperson, you will be responsible for introducing tire products and automobile repair/maintenance services to customers, building customer satisfaction and loyalty, and driving sales growth.**Key...
-
Project Management Assistant
2 weeks ago
Quincy, Massachusetts, United States The Civi Group Full timeThe Civi Group is collaborating with a leading general contractor in Massachusetts to find a qualified Project Management Assistant. This esteemed client operates in the construction sector, focusing on diverse projects including residential, healthcare, academic, commercial, and government sectors. The organization is recognized for its significant annual...
-
Client Services Implementation Officer
1 week ago
Quincy, Massachusetts, United States State Street Full timeOverview The Retiree Services Department is seeking a dedicated operations officer to support initiatives related to our benefit payment system migration project, as well as current and future Retiree Services operations, including the implementation of new business strategies. Key Responsibilities As the Client Implementation and Service Officer,...