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 Spanish 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.
- ...collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you! As 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...SeniorPrivateWork at office
- A leading financial services firm is seeking a Senior Client Service Associate in Miami. In this role, you'll serve as the primary contact for Private Banking clients, ensuring exceptional service across a range of transactions. The ideal candidate has over 5 years of...SeniorPrivateWork at office
$250k
...global footprint and ability to service clients holistically has positioned... ...to our clients, the Private Bank delivers a robust product offering... ...and multi-family offices, senior corporate executives, and... ...for leading the Latin America Private Bank across 6 offices...PrivateFull timeTemporary workFor contractorsLocal areaShift work$220k - $415k
...develop, manage, and retain client relationships in the... ...relationships for the Bank. Your primary focus is... ...(products and services). You will be actively... ...to UHNW clients in the Latin America region. Design and implement... ...at growing current Private Banking relationships...SeniorPrivateWork at officeWork from home- Bank of America located in Miami, Florida is seeking a dedicated client service representative to support Financial Advisors and ensure operational excellence. You will provide comprehensive client service, educating clients on banking products and maintaining effective...Suggested
$125k - $145k
...StatusExemptAbout Spirit of AmericaSpirit of America is a privately funded 501c3 nonprofit... ...manager to serve as a Senior Regional Program Manager for Latin America and the Caribbean to work... ...or diplomatic initiatives. Prior service with the US Department of State,...SeniorPrivateWork at officeLocal areaShift work- Citibank (Switzerland) AG is seeking a seasoned business leader for the Head of Latin America position within the Wealth division. This role involves chairing the Citi Private Bank, reporting directly to the Head of Wealth, and leading strategy development for complex...Private
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan...PrivateWork at officeLocal area
- Goldman Sachs Bank AG in Miami is seeking an Associate for Client Relationship Management. This individual... ...will work closely with private wealth advisors to provide exceptional service to ultra-high net worth... ...particularly in Central and South America. The role involves...Private
- ...global footprint and ability to service clients holistically has positioned... ...to our clients, the Private Bank delivers a robust product offering... ...Private Bank The Head of Latin America will report to the Head of... ...and Citi Latin America Senior Leadership Teams**Qualifications...PrivateTemporary workShift work
- A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and...Private
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...client liquidity events, private placement investment monitoring...SeniorPrivateWork experience placementWork at office
- Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service... ...role Experience working within wealth management, private banking, broker-dealer, or RIA environments Strong understanding...PrivateWork at office
- POSITION SUMMARY 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
- ...talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the...PrivateTemporary workWork experience placementLocal area
- Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution...
- Larch Capital Partners Llc in Miami is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client... ...have at least 6 years of experience in a client service role in finance, with fluency in English and...Senior
- ...thinking self-starter with a passion for client service, the desire to work closely with... ...financial planning, investment management, banking and comprehensive advice to a wide range... ...technology, data and design. Goldman Sachs Private Wealth Management specializes in...PrivateLocal area
$50.6k - $70.6k
The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and... ...inquiries Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors...PrivateFull timeWork at office- ...oldest and most successful banking groups since its founding... ...offer Corporate Banking services to international... ...the American market, and Private Banking services primarily to Latin American high net worth individuals... ...Sabadell is seeking a Senior Payment Services Specialist...SeniorPrivate
$60k - $85k
...organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional... ...clients and top law firms providing administration and client service support for their individual disability insurance benefits....SeniorFull timeRemote workMonday to Friday3 days per week- ...join their team in Miami. The role involves managing the full recruitment lifecycle for private banking positions while developing client relationships across Miami and Latin America. The ideal candidate will have a strong background in recruitment, excellent...SeniorPrivateBank staff
- A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business. Candidates...SeniorPrivate
- ...International Private Bank Business Manager The International... ...help these affluent clients optimize their wealth,... .... We partner with the Latin America Private Bank... ...Technology, Operations, Client Service, Program Management,... ...prepare content for senior leadership meetings, business...PrivateBank staffWork at office
- ...Senior Private Banker Location: South Miami We are seeking... ...and exceptional service. You will act as a trusted... ...and maintain exceptional client relationships with a... ...experience in private banking ~ Strong network of contacts in Latin America ~ Bachelor's degree in...SeniorPrivate
- ...management and investment products and services for individuals, companies and... ...Summary This role provides client service support to Financial... ...by educating clients on all bank services and banking offerings... ...: 1st shift (United States of America). Hours per Week 37.5 #J-1880...Seasonal workWork from homeShift workDay shift
- Bank of America is seeking a qualified individual for a role focused on expanding client relationships and managing complex credit opportunities. Responsibilities include driving... ...skills, and proficiency in financial services. The job offers a full-time schedule of 40...SeniorFull time
- ...experienced professional to manage client processes and drive new business... ...candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal... ...a dedicated team in Miami, Florida. #J-18808-Ljbffr Bank of AmericaPrivate
- ...looking for an experienced Senior Relationship Manager... ...and developing new client relationships. The position... ...scope HNW and UHNW private clients and families... ...for Brazil or Latin America exposure Requisitos e... ...experience in Private Banking or EAM, with a proven...SeniorPrivateWork at officeFlexible hours
$10 per hour
...advice to your clients, then a role as... ...Relationship Manager Senior (BRM) Deepening... ...in Business Banking, you'll be... ...Management and Private Bank to identify... ...of products and services; follow up with... ...of clients with associated risks and... ...nearly half of America's households and...SeniorPrivateWork experience placementWork at office
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