Latin America Private Bank - Senior Client Service Associate Job at Chase, Miami, FL

bnNiZ280aktXdTJOUzhmb2ZhOGJZbHpZemc9PQ==
  • Chase
  • Miami, FL

Job Description

Senior Client Service Associate

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 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, services, and digital platform.

Required Qualifications, Capabilities, and Skills

  • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position
  • 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

Job Tags

Work at office,

Similar Jobs

Securitas

Receptionist Security Officer Job at Securitas

 ...Receptionist Security Officer Wage: $16.06/ hour Availability 2nd & 3rd Shift (32 hours per week) We help make your world a safer...  ..., you are a great fit for this role. No customer service experience? No problem! With a friendly and positive attitude, we will provide... 

BEDI Partnerships

Principal Product Designer AIPowered Learning (San Francisco) Job at BEDI Partnerships

 ...An online learning platform is seeking a Principal Designer to shape the future learner experience. This senior role involves designing...  ...leading motion and interaction design, and collaborating with product and engineering teams. Ideal candidates will have a strong portfolio... 

Accessible Space, Inc.

Direct Support Professional Job at Accessible Space, Inc.

 ...people in need of attendant and homemaker support ended up in nursing homes. ASI offered...  ...seeking caring, reliable, motivated Direct Support Professionals to join our team in Duluth, MN....  ...PandoLogic. Keywords: Direct Support Professional (DSP), Location: Duluth, MN - 55805

Evidence-Based Associates

Mental Health Coach Job at Evidence-Based Associates

 ...Mental Health Coach If you are passionate about working with/for vulnerable youth and families, implementing evidence-based models of treatment and care, we have a professional opportunity for you! The MST Coach is a specialized Case Planner role with a concentration... 

Recidiviz

Full-Stack Software Engineer Job at Recidiviz

 ...then, weve built an A-team of software engineers, designers, product managers and domain experts, from companies like Google, Apple, Dropbox, Opower, and Sidewalk Labs. Recidiviz was part of Y-Combinators 2019 class and has received support from some of the most...