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

cUlMYzdZVG42dDR5bjdLK3RnZHMzRjZ4aGc9PQ==
  • 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

American Medical Staffing

Travel Cardiovascular Invasive Specialist RN (Cath Lab) Job at American Medical Staffing

 ...your journey. American Medical Staffing is an Equal Employment Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, sexual orientation, gender identity, disability, age, or any other non-merit factor. American... 

Akaasa Technologies

Business analyst Job at Akaasa Technologies

 ...reviewing test cases and validating outcomes. Tracks and reports progress on user stories and deliverables. Contributes to process improvement initiatives using agile and Lean practices. Supports agile, waterfall, and hybrid delivery models as needed.... 

Hubbell Incorporated

Tool Assembler Job at Hubbell Incorporated

 ...Job Description A Day In The Life \n Operator will be required to assemble and/or disassemble parts into subassemblies or finished units, and to receive and stock parts and supplies. Operator will be required to use hand tools, jigs, fixtures, machines, equipment... 

Schneider National Inc

Dedicated daytime truck driver - Walmart Job at Schneider National Inc

 ...paid over 12 monthly payments in your first year for experienced drivers.* $2,500 sign-on bonus paid over 12 monthly payments in your...  ...list of driver benefit package.More reasons to choose Schneider Dedicated driving* Dependable paychecks - Your weekly paycheck will... 

Rutland Regional Medical Center

Director Finance & Accounting Job at Rutland Regional Medical Center

 ...Job Description Job Description The Director of Finance will have day-to-day responsibility for planning, implementing, managing and...  ...Minimum Education ~ BS in Business, Accounting, or Finance. ~ MBA highly desirable. Minimum Work Experience ~5+ years in...