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JPMorgan Chase
JPMorgan Chase

Global financial services firm

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

职能技术支持
级别VP级
地点Miami, FL, United States
方式现场办公
类型全职
发布3个月前
立即申请

必备技能

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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关于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+

员工数

New York City

总部位置

$500B

企业估值

评价

10条评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐率

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1份报告

$139,000

年薪总额

基本工资

$107,000

股票

-

奖金

-

$139,000

$139,000

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study