Senior Private Banking Client Service Associate

Testing Site - JPMC; Houston (TX); On-site; USD 66,000 - 103,000; Full time

Job summary

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

You will be the primary contact for all service needs of Private Banking clients, working with advisors, product partners and operations to provide a seamless, integrated experience across Private Banking products. Responsibilities include handling money movement, transfers, and loans, while adhering to FINRA rules and internal controls.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required.
• Ability to work under pressure with tight deadlines.
• Proficiency with Word, Excel, PowerPoint and Outlook.
• Ability to fluently communicate in Portuguese.
• 3+ years of investment management experience.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions including money movement, security transfers, and loan transactions.
• Maintain the firm’s controls policies and FINRA regulations and protect client assets against fraud.
• Collaborate with client-facing teams to deliver and execute client transactions.
• Review and identify potential business opportunities for clients to engage in additional products and digital platform.

Skills

SIE

Series 7

Series 63

Portuguese fluency

Microsoft Office

Investment management experience

Education

College degree

Tools

Microsoft Office

Job description

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

You will be the primary contact for all service needs of Private Banking clients, working with advisors, product partners and operations to provide a seamless, integrated experience across Private Banking products. Responsibilities include handling money movement, transfers, and loans, while adhering to FINRA rules and internal controls.