LATAM Private Banking: Senior Client Service Associate

JPMorgan Chase & Co.; Miami (FL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Financial coaching

Mental health support

Job summary

JPMorgan Chase & Co. in Miami is seeking a Senior Client Service Associate to manage client relationships, providing exceptional service in a fast-paced environment. Candidates must hold FINRA licenses and have at least 3 years of experience in investment management.

The role includes handling client inquiries and transactions, collaborating with teams, and identifying new client engagement opportunities. Enjoy competitive pay, commission potential, and comprehensive benefits.

Qualifications

• 3+ years of experience in the investment management industry.
• Proven ability to operate effectively under pressure.
• Required licenses for position.

Responsibilities

• Provide exceptional client service and handle transactions.
• Collaborate with teams to execute client transactions.
• Identify business opportunities for clients.

Skills

Client service excellence

Matrix organization operations

Microsoft Office proficiency

Fluency in Portuguese

Investment management experience

Education

FINRA Securities Industry Essentials, Series 7, Series 63 licenses

College degree or equivalent client service experience preferred

Tools

Microsoft Office Suite

Job description

JPMorgan Chase & Co. in Miami is seeking a Senior Client Service Associate to manage client relationships, providing exceptional service in a fast-paced environment. Candidates must hold FINRA licenses and have at least 3 years of experience in investment management.

The role includes handling client inquiries and transactions, collaborating with teams, and identifying new client engagement opportunities. Enjoy competitive pay, commission potential, and comprehensive benefits.