Latin America Private Bank - Senior Client Service Associate

JPMorganChase; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is looking for a Senior Client Service Associate in Miami, Florida, to manage client relationships within the Latin America Private Bank. The role involves ensuring exceptional service, assisting with transactions, and working closely with teams to identify business opportunities. Candidates must have licenses and experience in investment management, proficiency in Microsoft Office, and fluent Spanish. Competitive compensation and benefits are offered, including health care and wellness programs.

Qualifications

• 3+ years of experience in the investment management industry.
• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Proven ability to operate effectively in a matrix organization.

Responsibilities

• Provide exceptional client service and execute client requests.
• Adhere to firm’s controls policies and FINRA regulations.
• Collaborate with internal teams for client transactions.

Skills

Client service excellence

Fluent in Spanish

Proficiency in Microsoft Office Suite

Ability to work under pressure

Education

College degree or equivalent experience

Tools

Microsoft Outlook

Job description

Job Description

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.

Job Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests.
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities.
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions.
• Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.

Required Qualifications, Capabilities, And Skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position.
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook.
• Ability to fluently communicate (written and verbal) in Spanish.
• 3+ years of experience in the investment management industry.

Preferred Qualifications, Capabilities, And Skills

• College degree or equivalent client service experience preferred.
• Experience with a wide array of financial products preferred.

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

EEO Statement

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.