Jobs

Latin America Private Bank - Senior Client Service Associate - Vice President
Miami, FL, United States, US
·
On-site
·
Full-time
·
1mo ago
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
Total Views
0
Apply Clicks
0
Mock Applicants
0
Scraps
0
Similar Jobs

UKI Technology Consulting - Digital Enterprise Architect - Healthcare
EY ·

Capital Market - Management Consultant
Accenture ·

Indirect Tax--Sales & Use Lookback Review COE--Manager
EY ·

S&C GN AI - Insurance - Consultant
Accenture ·

Military Health Medical Logistician, Lead
Booz Allen Hamilton · Falls Church, VA
About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.
300,000+
Employees
New York City
Headquarters
Reviews
4.2
10 reviews
Work Life Balance
4.2
Compensation
4.3
Culture
4.5
Career
4.4
Management
4.1
75%
Recommend to a Friend
Pros
Good pay and benefits
Work-life balance
Career advancement opportunities
Cons
Heavy workload at times
Career advancement takes time
Pay could be better in some roles
Salary Ranges
47 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analyst
21 reports
$126,500
total / year
Base
$110,000
Stock
-
Bonus
-
$95,450
$155,250
Interview Experience
4 interviews
Difficulty
2.8
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
HireVue Video Interview
3
Technical/Behavioral Assessment
4
Final Interview Round
5
Offer Decision
Common Questions
Behavioral/STAR
Technical Knowledge
Past Experience
Culture Fit
Case Study
News & Buzz
JPMorgan Chase to offer $1K match for Trump Accounts belonging employees’ kids - Fox Business
Source: Fox Business
News
·
5w ago
Focus: Trump's JPMorgan lawsuit underscores his growing clash with Wall Street - Reuters
Source: Reuters
News
·
5w ago
JPMorgan Chase and Bank of America Match Employees’s $1,000 ‘Trump Accounts’ - People.com
Source: People.com
News
·
5w ago
Bank of America, JPMorgan Chase to contribute $1,000 to Trump Accounts for their employees - CBS News
Source: CBS News
News
·
5w ago