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
- ...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
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- ...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
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...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- ...eager to build strong client relationships, we... ...across Mexico, Central America, South America, and Brazil... ...Trainee in Global Private Bank within the Latin America team, you... ...deliver first‑class client service tailored to their... ...and mentorship from senior leaders to projects that...PrivateFull timeTraineeshipSummer workSummer internship
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- ...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,...
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