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

TmpoeTI5Ri9QWnVBeHVqZlRnMkRzbkVQL1E9PQ==
  • 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

Outlier AI

Graphic Designer Associate Job at Outlier AI

Join a global community of talented professionals to shape the future of AI. Earn up to $15 USD/hr and additional rewards based on quality of submission. Outlier is committed to improving the intelligence & safety of AI models. Owned and operated by Scale AI , weve ...

Hawthorne's NY Pizza & Bar

Pizza Chef Job at Hawthorne's NY Pizza & Bar

Hawthorne's NY Pizza & Bar was established in 2004 offering authentic New York pizza, Italian fare, and warm hospitality at ten locations...  ...& Bar at Meridian Place is searching for an experienced pizza chef to join our team! We are seeking a reliable, optimistic, and... 

FutureSight

Co-Founder & CEO AI DentalTech (San Francisco) Job at FutureSight

 ...entrepreneurs. We give founders an unfair advantage pairing handson studio support with early capital, reducing risk and increasing the odds of success by 10x. Were led by a crossfunctional team of builders and investors. Kevin Nguyen and Alan Smith lead venture design... 

Twiddy and Company of Duck, Inc.

4x4 Housekeeper (Seasonal) Job at Twiddy and Company of Duck, Inc.

 ...Part-time, seasonal position Quality and timely completion of specific cleaning tasks is required Must be dependable Saturday and/or Sunday required No experience needed Paid training Must be at least 18 years old Must have reliable 4WD transportation... 

Plona Partners

Senior Legal Assistant Job at Plona Partners

 ...Firm Ranking: AmLaw100 Firm Location: Miami, FL Position: Legal Secretary, Litigation/Corporate Support Model: 7 Attorneys...  ...37.5 hour work week) Onsite Logistics: 1 days a week onsite / REMOTE Hiring Manager: Office Administrator Responsibilities:...