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

YllCTjhxbno1eWRIeW5sS1pURmZ3QXM0cGc9PQ==
  • 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

Ryder System

Truck Driver CDL Class A Solo Regional Job at Ryder System

 ...Pays You $300 Four Times A Year, Every Quarter \n \n Paid Training \n \n Schedule: 6 - day work week with 1 full day off during the week; Drivers work weekends & holidays \n \n Start Time: Dispatch is between 9:00PM - 3:00AM \n \n\n \n Apply Here Today \n \n... 

Masimo

Clinical Research Associate II Job at Masimo

 ...Job Description Job Summary: The Clinical Research Associate II (CRA II) is developing professional expertise, applying policies and procedures to resolve a variety of projects. Involved with more complex tasks and requires a deeper understanding of clinical trial... 

Advance Financial

Call Center Agent Job at Advance Financial

 ...Our call centeris open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual... 

OMAKAI HRB Downtown LLC

Sushi Hand Roll Bar Chef - OMAKAI hand roll bar Downtown Job at OMAKAI HRB Downtown LLC

 ...pay, benefits, positive vibes, and a great educational opportunity. Job purpose Hand Roll Bar Chefs are essential members of a sushi restaurants team. HRB Chefs are the heart of the kitchen and ensure that the highest quality product is served to our customers.... 

Pierced Co

Content Creator and Social Media Manager Job at Pierced Co

 ...Pierced Co is looking for a highly creative Content Creator & Social Media Manager to bring our brand story to life across social platforms. This role is perfect for someone who lives and breathes content, understands aesthetics, and knows how to create eye-catching reels...