Latin America Private Bank - Senior Client Service Associate

JPMorgan Chase & Co.; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Miami seeks a Senior Client Service Associate for the Latin America Private Bank to maintain, deepen and enrich client relationships.

You will be the primary point of contact for service needs, coordinating with advisors, product partners and operations to deliver a seamless and integrated approach across Private Banking products. Responsibilities include flawless execution on requests, adherence to FINRA rules, and collaboration with client-facing teams to drive

Qualifications

• FINRA licenses required (SIE, Series 7, Series 63).
• Proven ability to operate in a matrix organization under tight deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook.
• Fluent in Spanish (written and verbal).
• 3+ years of experience in the investment management industry.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions (money movement, security transfers, loan transactions).
• Adhere to firm controls, procedures and FINRA regulations, protecting client assets from fraud.
• Collaborate with client facing teams and internal groups to deliver client transactions.
• Identify potential business opportunities to engage clients in additional products and digital platforms.

Skills

FINRA Series 7

FINRA Series 63

SIE

Spanish fluency

Work under pressure

Investment management experience

Education

College degree or equivalent client service experience

Tools

Microsoft Office

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