Senior Private Banking Client Service VP – LATAM

JPMorganChase; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorganChase in Miami seeks a Senior Client Service Associate within the Latin America Private Bank. You will lead a team to service Private Banking clients, serving as the primary contact for all service needs and coordinating with advisors, product partners and operations to deliver a seamless experience.

Responsibilities include executing client requests, ensuring FINRA compliance and controls, collaborating across teams, and spotting opportunities to deepen client relationships across

Qualifications

• 5+ years of client service experience.
• FINRA Series 7 and 63 licenses required or must obtain within 90 days of start date.
• Ability to operate in a matrix organization and work under pressure with tight deadlines.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions.
• Adhere to FINRA regulations and firm controls, protecting client assets.
• 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 services.

Skills

Client service

FINRA licenses

MS Office

Education

College degree or equivalent

Tools

Microsoft Office Suite

Job description

JPMorganChase in Miami seeks a Senior Client Service Associate within the Latin America Private Bank. You will lead a team to service Private Banking clients, serving as the primary contact for all service needs and coordinating with advisors, product partners and operations to deliver a seamless experience.

Responsibilities include executing client requests, ensuring FINRA compliance and controls, collaborating across teams, and spotting opportunities to deepen client relationships across