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Job description
Senior Client Service AssociateAs 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 responsibilitiesProvide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requestsAdhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activitiesCollaborate with respective client facing teams and internal business groups to deliver and execute client transactionsReview and identify potential business opportunities for clients to engage in additional products and servicesRequired qualifications, capabilities, and skills5 plus years of client service experienceFINRA 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 dateProven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlinesProficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft OutlookPreferred qualifications, capabilities, and skillsCollege degree or equivalent client service experience preferredExperience with a wide array of financial products preferred
Worksite address
miami, FL, 33101, US
Who can apply
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