Latin America Private Bank - Senior Client Service Associate - Vice President
Aumni
If you are a 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 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 and services Required qualifications, capabilities, and skills 5 plus years of client service experience FINRA 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 date 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 Preferred qualifications, capabilities, and skills College degree or equivalent client service experience preferred Experience with a wide array of financial products preferred We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Join a dynamic client focused team supporting J.P. Morgan’s Private Bank ultra-high net worth clients #J-18808-Ljbffr
- 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...SeniorPrivateWork at office
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- ...Client Service Associate I Join our dynamic team as a Client Service Associate... ...our mission to elevate our Latin American client experience.... ...derivatives lifecycle management, bank loans, and Liquidity... ...connections with clients in Latin America Understanding cultural...Suggested
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...iCapital is hiring a Senior Vice President to join our International Client Solutions team to focus... ...clients, particularly in Latin America. This individual will prospect... ...~ Hedge Fund or Private Equity experience ~... ...~ Demonstrated client service skills with stakeholders...SeniorPrivateFull timeWork at officeRemote work- ...Registered Client Service Associate 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...PrivateWork at officeLocal area
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...Responsible for leading the Latin America Private Bank across 6 offices and 5... ...appropriate controls, quality, service and cost‑effective management... ...and Citi Latin America Senior Leadership Teams. Qualifications... ...in the region and/or its clients and ability to shift...PrivateTemporary workLocal areaShift work- ...Client Service Associate I Join our dynamic team as a Client Service Associate... ...our mission to elevate our Latin American client experience.... ...derivatives lifecycle management, bank loans, and Liquidity... ...connections with clients in Latin America Understanding cultural...
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- Step into a high-visibility role leading Miami’s Private Bank Client Center—where you’ll run world-class daily operations and help open our... ...local Client Centers as needed to maintain uninterrupted client service and operational support Required qualifications,...PrivateFor contractorsWork at officeLocal areaFlexible hours
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...serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner... ...fields. The Wealth Advisor is a senior‑level position responsible for deepening... ...traditional investments, wealth planning, and private banking services to optimize client service and...SeniorPrivateFull time- 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
- The International Private Bank Platform Business Management... ...help these affluent clients optimize their wealth,... .... We partner with the Latin America Private Bank Leadership... ..., Operations, Client Service, Program Management, Controls... ...prepare content for senior leadership meetings,...PrivateBank staffWork at office
- ...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
$125k - $160k
...Vice President, Commercial Private Credit - South Florida Miami-Dade, Broward, and... ...Backed by deep institutional banking and credit expertise,... ...value teamwork, customer service, diversity, and accountability... ...risk teams. Partner with senior leadership on growth...PrivateFull timeLocal areaVisa sponsorshipWork visa
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