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.
- ...Senior Client Service Associate 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...PrivateWork at office
- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net... ...within an RIA, wealth management firm, private bank, or similar financial services...SeniorPrivate
$80k - $100k
...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED...PrivateWork at officeLocal areaMonday to Friday$63.75k
...like this by email Talentify emails you Client Service Associate jobs in Miami. About this job Client... ...Service Associate Country: United States of America It Starts Here: Santander is a global... ...the Financial Advisor (FA) and the Bank’s clients with the administrative and...SuggestedHourly payContract workWork experience placementWork at officeHome officeShift work$69.74k - $91.53k
...and assurance firm, providing clients with a genuine coast-to-coast... ...Tilly) provide professional services through an alternative practice... ...-focused Client Service Associate (CSA) to join our Registered... ...services, wealth management, banking, or client service.Strong organizational...SeniorWork at officeLocal areaWorldwide$132.1k - $301.6k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...dynamic new entrants across Banking and Capital Markets,... ...our dynamic FSO team! Private Tax is a growing... ...business acumen. As a Senior Manager in Private Tax,...SeniorPrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours- Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical... ...role is for you. As a Client Services Associate , you’ll support document preparation,... ...Status: This posting is for an existing vacancy. #J-18808-Ljbffr SPS North AmericaWork at officeMonday to Friday
$20 - $22 per hour
...Client Services Associate Reports To: Client Services Supervisor, Client Services Manager, or equivalent... ...more than 20 countries. Across North America, we help clients enhance workplace... ...include leading organizations across banking, insurance, legal, higher education, professional...Full timeTemporary workPart timeWork at officeImmediate start$20 - $22 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent... ...you. As a Client Services Associate you’ll support document... ...20 countries. Across North America, we help clients enhance workplace... ...organizations across banking, insurance, legal, higher education...Full timeTemporary workPart timeWork at officeMonday to Friday$64.48k - $91k
...A leader within the Private Equity and Real Assets Fund Services business unit of the State... ...premier real estate fund clients. Join this growing team... ...customers. As a Senior Associate you will be responsible... ...calls, distributions and bank reconciliations...SeniorPrivateTemporary workFlexible hours- ...210000BNY is seeking a Senior Vice President to lead the Wealth Services Platform Cloud Nerve Center... ...application protection, private connectivity, managed... ...decisions into business, client, and risk outcomes.Preferred... ...of our recent awards:America’s Most Innovative...SeniorPrivateFull timeWorldwideFlexible hours
- ...Registered Wealth Management Client Associate to support Financial... ...guidance and top-tier client service. You will help customize solutions... ...client inquiries, and align banking and investment results with... ...client trust and service excellence. #J-18808-Ljbffr Bank of America
- ...CSC is seeking an Investor Services Senior Associate with 3-5 years of experience... ...activity, interface with clients as well as manage multiple... ...Knowledge of Partnerships, Private Equity, Real Estate or Hedge... ...over 140 jurisdictions in the Americas, Europe, Asia Pacific, and...SeniorPrivateFull timeLocal areaRemote workWorldwideMonday to Friday3 days per week
- ...Senior Site Reliability Engineer Jersey... ...Acknowledge ( Bank of America employees are required... ...for our clients, teammates, communities... ...goals for services. Key responsibilities... ...office expectations associated with your role.... ...Bank of America Private Bank is a division...SeniorPrivateWork at officeShift workDay shift
- ...that combines JPMC unique data and full-service advantage to develop high impact AI... ...complex business problems to serve our Private Bank clients. As a constant learner and early adopter... ...skills and ability to communicate with senior technical and business partners Preferred...SeniorPrivate
$52k - $94.12k
...your mark in the financial services industry from day one is a... ...activities of Shared Service Associate I, II and Senior Associate Coordinate the... ...and processes. Assist with client conversions and other client... ...one of the largest custodian banks, asset managers and asset...SeniorPrivateTemporary workFlexible hours- ...Senior Architect Charlotte, North Carolina... ...Acknowledge ( Bank of America employees are... ...delivering for our clients, teammates,... ...shaped by military service, community college... ...office expectations associated with your role.... ...Bank of America Private Bank is a division...SeniorPrivateWork at officeRemote workFlexible hoursShift workDay shift
- ...Senior Data Engineer Jersey City, New... ...Acknowledge ( Bank of America employees are required... ...for our clients, teammates, communities... ...and delivery tasks associated with the... ...capabilities across Network Services. The individual... ...Bank of America Private Bank is a...SeniorPrivateWork at officeShift workDay shift
- ...Client Services Associate Jersey City, New Jersey, United States About the Job Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support...Full timeRemote work
$171.6k - $338.3k
...team helps guide clients through their most... ...support and advisory services, covering areas... ...strategic buyers and private equity investors... ...and apply to this Senior Manager role today... ...accounting, and tax risks associated with transactions... ...agreements, bank finance agreements...SeniorPrivateLocal areaVisa sponsorship$120k - $140k
...financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing... ...requests Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer...- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common... ...company and how we deliver for our clients, teammates, communities and... ...including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs....PrivateShift workDay shift
- ...Our client is a U.S.-based private credit firm providing flexible capital solutions... ...The firm is seeking a Senior Analyst / Associate to join its Capital... ...investor relations and client service responsibilities. The... ...in investment banking, leveraged finance, corporate...SeniorPrivateFlexible 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
- ...Job Title: Senior Loan Servicing Associate – Structured & Syndicated Finance Location: Jersey City, NJ (Hybrid) Employment Type: Full-time About the Opportunity A premier global investment bank is seeking an experienced Senior Loan Servicing Associate to...SeniorFull time
- ...has nearly 700 locations across North America, Central America, South America, and Africa... ...of the Center Owner or Manager, the Senior Customer Service Representative is responsible for... ...store staff Sorts and deposits mail in private mailboxes Captures, complete tasks, and...SeniorPrivateWork at officeLocal areaFlexible hours
$42.36k - $50.82k
...Senior Sales Development Representative Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern... ...for small business owners across America. Ready to shape what's next? About the Role...SeniorBase plus commissionImmediate startWork from homeFlexible hours$110.7k - $218.3k
...Investment Management Senior Consultant Our Deloitte... ...& Forensic team helps client leaders translate... ...risk indicators (KRIs), service-level agreements (SLAs... ...management, hedge funds, private equity, or operational... ...differential associated with the location at which...SeniorPrivateWork at officeNight shift- Job-ID: 79860Category: Client CoverageLocation: Chicago, IL, United States... ...team member for the role of Senior Vice President, Client Executive to join our Wealth Services, Client Coverage team. This... ...Here’s a few of our recent awards:America’s Most Innovative Companies,...SeniorFull timeContract workTemporary workWork experience placementLocal areaWorldwideFlexible hours
- ...Financial Institutions clients. You will partner... ...with Sales and Banking teams to identify... ...Payments, Treasury Services, Transaction... ..., asset managers, private equity firms, fintechs... ...requirements, and associated operational and risk... ...with senior stakeholders. ~...Private
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