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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Latin America Private Bank - Senior Client Service Associate - Vice President

RoleTech Support
LevelVp
LocationMiami, FL, United States
WorkOn-site
TypeFull-time
Posted3 months ago
Apply now

Required skills

Excel

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 firm’s 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

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About JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

Employees

New York City

Headquarters

$500B

Valuation

Reviews

10 reviews

3.8

10 reviews

Work-life balance

3.5

Compensation

4.0

Culture

3.8

Career

3.2

Management

2.8

68%

Recommend to a friend

Pros

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

Cons

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

Salary Ranges

44 data points

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1 reports

$139,000

total per year

Base

$107,000

Stock

-

Bonus

-

$139,000

$139,000

Interview experience

4 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer rate

50%

Experience

Positive 25%

Neutral 75%

Negative 0%

Interview process

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

Common questions

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study