Senior Private Banking Client Services Lead (LATAM)

JPMorganChase; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is looking for a Senior Client Service Associate in Miami, Florida, to manage client relationships within the Latin America Private Bank. The role involves ensuring exceptional service, assisting with transactions, and working closely with teams to identify business opportunities. Candidates must have licenses and experience in investment management, proficiency in Microsoft Office, and fluent Spanish. Competitive compensation and benefits are offered, including health care and wellness programs.

Qualifications

• 3+ years of experience in the investment management industry.
• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Proven ability to operate effectively in a matrix organization.

Responsibilities

• Provide exceptional client service and execute client requests.
• Adhere to firm’s controls policies and FINRA regulations.
• Collaborate with internal teams for client transactions.

Skills

Client service excellence

Fluent in Spanish

Proficiency in Microsoft Office Suite

Ability to work under pressure

Education

College degree or equivalent experience

Tools

Microsoft Outlook

Job description

JPMorganChase is looking for a Senior Client Service Associate in Miami, Florida, to manage client relationships within the Latin America Private Bank. The role involves ensuring exceptional service, assisting with transactions, and working closely with teams to identify business opportunities. Candidates must have licenses and experience in investment management, proficiency in Microsoft Office, and fluent Spanish. Competitive compensation and benefits are offered, including health care and wellness programs.