Senior LATAM Private Banking Client Service Lead

JPMorgan Chase & Co.; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JP Morgan's Latin America Private Bank is seeking a Senior Client Service Associate to lead a team in maintaining and deepening client relationships. You will be the primary point of contact for service needs of a Private Banking client, working with advisors, product partners and operations to deliver a seamless, integrated experience.

Responsibilities include handling money movement, transfers, and loans; ensuring compliance with FINRA regulations; collaborating with client facing teams; and

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.
• Ability to operate effectively in a matrix organization and work under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook.
• College degree or equivalent client service experience preferred.
• Experience with a wide array of financial products preferred.

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

FINRA Series 7

FINRA Series 63

Microsoft Office

Education

College degree or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Microsoft Outlook

Job description

JP Morgan's Latin America Private Bank is seeking a Senior Client Service Associate to lead a team in maintaining and deepening client relationships. You will be the primary point of contact for service needs of a Private Banking client, working with advisors, product partners and operations to deliver a seamless, integrated experience.

Responsibilities include handling money movement, transfers, and loans; ensuring compliance with FINRA regulations; collaborating with client facing teams; and