at J.P. Morgan
Bulge Bracket Investment BanksPosted 4 days ago
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**Senior Client Service Associate - VP, Latin America Private Bank** Leads team maintaining, enriching client relationships. Primary contact for service needs. Operates in complex, fast-paced environment, collaborating with advisors and operations. Key responsibilities include exceptional client service, flawless execution, regulatory compliance, and identifying business opportunities. Requires 5+ years' experience, FINRA licenses (Series 7, 63 - or obtain within 90 days), proven matrix organization skills, and proficiency in Microsoft Office Suite. Prefer college degree and experience with diverse financial products. Join J.P. Morgan's supportive, client-focused team.
- Compensation
- Not specified USD
- City
- Miami
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Miami, FL, United States
If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you!
As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team 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 and services
Required qualifications, capabilities, and skills
- 5 plus years of client service experience
- 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
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
