Latin America Private Bank - Senior Client Service Associate
Chase
Senior Client Service AssociateAs 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 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, services, and digital platform.Required qualifications, capabilities, and skillsFINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the positionProven 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 OutlookAbility to fluently communicate (written and verbal) in Spanish3+ years of experience in the investment management industryPreferred qualifications, capabilities, and skillsCollege degree or equivalent client service experience preferredExperience with a wide array of financial products preferred
- ...Senior Client Service AssociateAs 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...SeniorPrivateWork at office
$100k - $120k
...Senior Client Service Associate Our client is an independent wealth advisory firm serving a select group of families, executives, business owners... ...will include: Partner with Wealth Advisors and senior Private Wealth Services professionals to support the ongoing...SeniorPrivateLocal areaFlexible hours- ...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
- ...Client Service AssociateAt PNC, our people are our greatest differentiator and competitive... ...'s success. As a Client Service Associate within PNC's Private Bank organization, you will be based in... ...servicing issues as necessary to senior leadership. Communicates with internal...PrivateWork at office
- ...Client Service AssociateClient 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 trusted relationships...PrivateWork at officeLocal areaWork visa
- ...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
- ...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...PrivateWork at officeLocal area
- ...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
- ...Client Service Team Manager Responsible for managing the firm's Client Service team, including its staff, daily operations, as well as... ...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt...Work at officeRemote workWork from homeFlexible hours
- Bank of America’s Merrill Wealth Management team seeks a dedicated professional to deliver superior client service to Financial Advisors and their clients. The role focuses on addressing service needs, educating clients on the bank’s offerings, and maintaining strong,...
- ...firms, is looking for a Deal Advisory Services Senior Associate to join our team!The Deal Advisory Services... ...related to mergers & acquisitions by private equity investors and corporate buyers.... ...for planning and executing client engagements, supervising and training...SeniorPrivateFull timeWork at officeLocal areaRemote workMonday to Friday
- ...Senior Director - New Business Sales in Financial Services North Americas Remote within USA - Work from anywhere... ...footprint across new client accounts in the... ...Cards and Payments ~ Banks ~ Capital Markets,... ...industry bodies and associations like the Outsourcing...SeniorH1bWork at officeLocal areaRemote workWork from home
- ...that works for our clients, with highly... ...named Best Regional Bank in 2024 by Bankrate... ...centers of influence), associations, and community... ...relationship and customer service associates.... ...least five years in private banking preferred.... ...inaugural list of America’s Most Trusted...PrivateImmediate startDay shift
- ...Senior Analyst, Account Administration and Billing - MCM OperationsJoin... ...Scotiabank is a leading bank in the Americas. Guided by our purpose: "for... ...of advice, products and services, including personal and commercial... ..., wealth management and private banking, corporate and...SeniorPrivateLocal area
$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- ...Client AssociateUnlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the... ...wealth management services to ultra-high net worth... ...fixed income trades and private investmentsProvide support... ...liabilities planning, banking & lending solutions, mortgages...SeniorPrivateLocal area
- 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
$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...- ...a leading professional services advisor to middle-market... ...actionable insights to help clients anticipate what is next... ...services to public and private companies of all sizes... ...businesses across North America.The Business Process Audit Senior Associate works as a member of the...SeniorPrivate
- ...Jackson Hewitt Inc. is seeking a Seasonal Client Service Associate in Houston to welcome clients, start intake, scan tax documents, and perform data entry while supporting Tax Pros to deliver exceptional service. You’ll schedule appointments, answer calls, and help...Seasonal workFlexible hours
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$75k - $80k
...partnering with a well-establishedlaw firm to find a Legal Client Services Associate ! This person will provide top notch support to assigned... ...•Company paid parking • Fun office events, parties, etc. Seniority level Seniority level Associate Employment type Employment...Full timeContract workPart timeWork experience placementWork at officeRemote workDay shiftAfternoon shift- ...Jackson Hewitt is hiring a Seasonal Client Service Associate to welcome clients, start intake, manage documents, data entry, schedule appointments, answer phones, and support tax professionals in a busy office environment. No experience required and paid training provided...Seasonal workWork at officeFlexible hours
- ...Client Service AssociateCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services... ...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- ...Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: #1. Make... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness. Qualifications...Remote workWork from home
- ...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
- ...Citigroup Inc. in Houston seeks a Senior Private Banker to lead UHNW client relationships within Citi Private Bank. The role demands deep industry knowledge, strategic advisory skills, and the ability to coordinate cross-functional teams to deliver bespoke wealth solutions...SeniorPrivate
- 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...
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