Senior Client Service Lead, Private Banking (LATAM)

Testing Site - JPMC; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

JP Morgan in Miami seeks a Senior Client Service Associate within the Latin America Private Bank to lead a team on client service, deepen relationships, and coordinate with advisors, product partners and operations teams to deliver a seamless, integrated client experience.

You will be the primary point of contact for service needs, handling money movement, transfers and loan transactions while upholding FINRA regulations and firm controls.

Qualifications

• 5+ years of client service experience.
• FINRA Series 7 and Series 63 licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start.
• Ability to operate effectively in a matrix organization and work under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Microsoft Outlook.

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 and services.

Skills

Client service experience

Work under pressure

Microsoft Office proficiency

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Job description

JP Morgan in Miami seeks a Senior Client Service Associate within the Latin America Private Bank to lead a team on client service, deepen relationships, and coordinate with advisors, product partners and operations teams to deliver a seamless, integrated client experience.

You will be the primary point of contact for service needs, handling money movement, transfers and loan transactions while upholding FINRA regulations and firm controls.