at J.P. Morgan
Bulge Bracket Investment BanksPosted 10 days ago
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**Senior Client Service Associate - Latin America Private Bank (Portuguese Speaking)** As Senior Client Service Associate, you'll maintain and deepen client relationships in a fast-paced, team-oriented environment. Your focus will be exceptional service, flawless execution on client requests, and cross-selling opportunities. You'll adhere to firm controls and FINRA regulations, ensuring client asset protection. A minimum of 3 years' experience in investment management is required, along with Series 7 and 63 licenses, Portuguese fluency, and proficiency in Microsoft Office Suite. Proven ability to thrive in a matrix organization is crucial.
- Compensation
- Not specified
- City
- Miami
- Country
- United States
Currency: Not specified
Full Job Description
Location: Miami, FL, United States
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job 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 firms 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, services, and digital platform.
Required qualifications, capabilities, and skills
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- Ability to fluently communicate (written and verbal) in Portuguese
- 3+ years of experience in the investment management industry
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
