Private Bank Client Services Lead

Fairygodboss; Madrid; Presencial; EUR 80.000 - 120.000; Jornada completa

Descripción de la vacante

J.P. Morgan Asset & Wealth Management seeks a Relationship Partner to support Client Advisors by managing service activities for Private Bank Clients. You will be the primary contact for service needs, coordinating with operations and onboarding to deliver exceptional client satisfaction.

You will coordinate client transactions, monitor cash balances, support digital adoption, and lead client reviews, while upholding risk controls and high integrity in all client interactions.

Formación

• Bachelor's degree in finance, business administration, law, or related field; advanced degrees or certifications (e.g., CFA, IMC) are a plus.
• Strong interpersonal and communication skills with ability to engage clients.
• Experience in financial services or banking with a track record of client service.
• Proficiency in MS Office; familiarity with CRM systems is advantageous.
• Highly organized and detail-oriented with commitment to accuracy.
• Fluency in English and Spanish; other languages a plus.

Responsabilidades

• Oversee and coordinate all client servicing and account maintenance activities.
• Collaborate with Advisors, Operations, Middle Office and Onboarding teams.
• Address and resolve client and Advisor inquiries promptly and professionally.
• Execute client transactions relating to cash, liquidity, and actions accurately.
• Monitor cash balances and manage account positions with clients.
• Identify cross-sell opportunities and drive digital adoption.

Conocimientos

Client relationship management

Communication skills

Cross-functional collaboration

CRM systems

Financial services experience

Series 7/63 licensing

Educación

Bachelor's degree in finance

Herramientas

PowerPoint

Excel

CRM tools

Descripción del empleo

J.P. Morgan Asset & Wealth Management seeks a Relationship Partner to support Client Advisors by managing service activities for Private Bank Clients. You will be the primary contact for service needs, coordinating with operations and onboarding to deliver exceptional client satisfaction.

You will coordinate client transactions, monitor cash balances, support digital adoption, and lead client reviews, while upholding risk controls and high integrity in all client interactions.