Latin America Private Bank - Senior Client Service Associate
JPMorgan Chase & Co.
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 #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Job Description 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...SeniorPrivateWork at office
- ...you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client...PrivateWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...PrivateWork at officeLocal area
- ...institutional investors, private wealth clients and financial... ...personalized, high-touch service with discretion, precision... ...deeply personalized. The Senior Client Service Associate provides a white-glove,... ...care. Oversee day-to-day banking transactions, investment...SeniorWork at officeImmediate startVisa sponsorship
- Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...PrivateWork at officeLocal areaWork visa
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateWork at officeLocal area
- ...billion across advisory mandates, private funds, and affiliated entities... ...creativity, and an unwavering client focus. About the Position The... ...role is the face of client service excellence and engagement with... ...Management firm, Private Bank, RIA, Multi-Family Office, Independent...PrivateWork at officeLocal areaWork from homeWorldwide
- ...Unlock your potential as a Client Associate at J.P. Morgan... ...exceptional wealth management services to ultra-high net... ...fixed income trades and private investments Provide... ...liabilities planning, banking & lending solutions,... ...helping nearly half of America’s households and small...SeniorPrivateLocal area
- ...Registered Wealth Management Client Associate Houston, Texas;Sugar... ...of age. Acknowledge ( Bank of America employees are required to meet... ...investment products and services for individuals, companies,... ...Corp.”). Bank of America Private Bank is a division of Bank...PrivateSeasonal workWork at officeWork from homeShift workDay shift
- ...Job Description At Bank of America, we are guided by a common purpose to... ...Growth and delivering for our clients, teammates, communities and... ...whether shaped by military service, community college education... ...access to the full array of Private Bank and the bank's capabilities...PrivateWork at officeFlexible hoursShift workDay shift
- ...Senior Accountant, Financial Reporting... ...executes comprehensive services for aeroderivative... ...and calculations associated with complex accounting... ..., including bank and other third-party... ...Public or private company industry experience... ...private company clients. Experience with...SeniorPrivateInterim roleWork at officeLocal areaWorldwideWork visa
- ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...Seasonal workWork at officeShift workDay shift
- ...Private Client Advisor II Houston, Texas To proceed with your... ...of age. Acknowledge ( Bank of America employees are required to meet... ...whether shaped by military service, community college... ...the in-office expectations associated with your role. These expectations...PrivateWork at officeFlexible hoursShift workDay shift
- ...impact on the lives of your clients with a firm that puts... ...and outside of the bank. You will enjoy the support... ...and advice-based service offering to all stakeholders... ..., communities and associates unlock their full potential... ...offer commercial, private banking, consumer, small...SeniorPrivateFull timeWork at office
- ...business with commercial clients, with the... ...clients. Makes and services a wide variety of... ...portfolio for the bank Expand existing client... ...toother bank associates Maintain proper house... ...Market President, Senior Credit Officer, and... ...offer commercial, private banking, consumer,...SeniorPrivate
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client...
- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...Work at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional...SeniorPrivateTemporary workLocal area
- ...Description Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims,...
- ...firm in the Houston area is seeking a senior client-facing wealth professional to join its... ...overseeing junior advisory and client service support staff Deliver sophisticated financial... ...mid-sized wealth management firm, RIA, private bank, or similar environment Required...SeniorPrivate
- ...scale that works for our clients, with highly... ...recently named Best Regional Bank in 2024 by Bankrate and... ...of influence), associations, and community activities... ...relationship and customer service associates The... ...at least five years in private banking preferred....PrivateImmediate startDay shift
- ...Who You'll Work With: Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication... ...and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and...SeniorPrivateWork at officeWorldwideFlexible hours
- ...LendingWise — Senior Account Executive Oct 17, 2026 · @Chris Fuelling... ...system (LOS) built for private lending. Lenders and brokers run... ...brokerages to direct lenders, small banks, and credit unions with 100+... ...selling into financial services: lending, mortgage, banking, or...SeniorPrivateFull timeContract workRemote work
$300 per month
...really matters: delivering exceptional service, earning trust, and growing sustainably... ...something from scratch, working directly with senior leadership, and having your... ...years in strategic finance, investment banking, private equity, management consulting, FP&A or...SeniorPrivateWork at officeRemote workHome officeFlexible hours- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great... ...ultra-high-net-worth clients and prospects (... ...WMAs) and the broader Private Bank team to lead... ...within a professional services or wealth... ...responsible for any associated fee. Fifth Third...SeniorPrivateBank staffShift work
- ...office. Position Summary: The Senior Underwriter will be a contributing... ...knowledge in C & I, CRE, OORE, NOORE, Private Wealth and Corporate Banking. The Senior Underwriter is... ...transactions are underwritten to meet the client's expectation. The Senior Underwriter...SeniorPrivateFull timeWork at officeMonday to Friday
- ...Senior Private Wealth Banker Acting as a trusted advisor... ...our high-net-worth clients grow, preserve, and protect... ...for making and servicing commercial and individual... ...Your Client Service Associate will be the direct... ...experience in credit/banking and/or 14-16 years of...SeniorPrivateLocal area
- ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...Seasonal workWork at officeWork from homeShift workDay shift
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