Latin America Private Bank - Senior Client Service Associate
J.P. Morgan
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. 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 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 ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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 ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.âaa415a4b-8b21-40fc-a65c-70d2b25ca29a
- ...P. Morgan to connect them with exceptional professionals for this role. 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...SeniorPrivateWork at office
- ...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...SeniorPrivateWork at office
- ...DESCRIPTION Job responsibilities Provide comprehensive client service by addressing inquiries, processing transactions, and... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...Suggested
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- ...global operations. As a Senior Director of Software... ...in the Global Client Onboarding Engineering... ...Commercial & Investment Bank, Commercial Banking, and... ...API-based client self-service capabilities. Cross-... ...native development on both private and public cloud platforms...SeniorPrivateWork at officeLocal area
- ...role. JOB DESCRIPTION As a Senior Applied AI/ML Associate within the Global Private Bank, you will own the full lifecycle... ...and predictive models serving clients across wealth management, deposit... ...client problems in financial services, where rigorous causal reasoning...SeniorPrivate
- ...Description Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our... ...support. Your broad knowledge of banking principles and practices will be instrumental... ...firm, helping nearly half of America’s households and small businesses...
- ...capabilities that power client experiences and... ...Data Product Manager (Senior Associate) in JP Morgan's Wealth... ...or related financial services Ability to prepare... ...leader in investment banking, consumer and small business... ...investment management and private banking solutions....SeniorPrivate
$52k - $94.12k
...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... ...our customers. As a Senior Associate you will be responsible... ...calls, distributions and bank reconciliations Preparing...SeniorPrivateTemporary workFlexible hours$152.6k - $191.5k
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...Rutherford, New Jersey, United States Client Services Associate Position Overview The Client Services... ...across more than 22 countries. In North America, services include mailroom management,... ...document processing. Clients include banking, insurance, legal, higher education, advertising...Temporary workWork at officeImmediate startDay shift- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling...Full timeRemote work
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- ...to help shape the future of private banking for advisors at the world's... ...interact with digital products and services - delivering seamless, user-... ...empower advisors to serve clients efficiently, manage... ...articulate design decisions to senior stakeholders and leadership....SeniorPrivate
- ...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
$21.75 - $44.5 per hour
...history, delivering excellent service through innovation has been a... .... Job Description: The Client Engagement Specialist (CES) plays... ...applicable geographic differential associated with the location at which... ...audit services to public and private entities while also helping...SeniorPrivateHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...Type: On-site Sales and Service Associate Forest Hills NY The Sales... ...responsible for the sale of bank products and services to... ...Emphasis is placed on identifying clients’ needs and delivering... ...United States, the Caribbean and Latin America. As employees, we are...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hoursNight shift
$76k - $135k
...Securities Services - Alternative Fund Services - Associate Job Information Job Identification: 21... ...: Corporate & Investment Bank Posting Date: 10/10/2024,... ...records of Hedge/Hybrid and Private Equity funds, review fund... ...to more than 150 clients across all alternative asset...PrivateFull timeWork at officeShift work- ...Join our Private Bank/Wealth Management Solutions Internal Audit team... ...financial advice to high-net-worth clients and families; Wealth... ...degree (or relevant financial services experience). Experience with... ...and build partnerships with senior business and control partners...SeniorPrivateVisa sponsorship
$61.2k - $71.7k
...Client Services Associate Since 1968, Build Up Justice NYC has provided free legal services for low- and moderate-income individuals and families throughout New York City. Our clients live in rapidly gentrifying neighborhoods where many residents and small business...Work experience placementLive inWork at officeLocal areaRemote work- ...and professionalism in service delivery. The Asset... ...Strategy team partners with senior leaders to define and... ...and create value for clients, employees, and stakeholders... ...a leader in investment banking, consumer and small... ...management and private banking solutions. Asset...SeniorPrivate
- ...Acknowledge ( Bank of America employees are required... ...for our clients, teammates, communities... ...by military service, community college... ...stakeholders and senior management with regard... ...models and associated forecasts. The research... ...and internal private side credit focused...SeniorPrivateWork experience placementWork at officeFlexible hoursShift workDay shift
- ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance...Work from homeFlexible hours
- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness....Remote workWork from home
- ...As a Financial Analysis Senior Associate within the Asset and Wealth... ...institutional and government clients under the J.P. Morgan and Chase... ...are a leader in investment banking, consumer and small business... ...leading investment management and private banking solutions. Asset...SeniorPrivateFull timeWork experience placementWork at officeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...: Octacom is an enterprise software and services company focused on document and data management... ..., secure and cost-effective solution to clients globally across a wide range of... ...dynamic team? We’re seeking a versatile Associate, Client Service to join our small but impactful...Full timeWork at officeRemote workTrial period1 day per week
$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental, Life, Medical, Paid Time Off, Retirement, Vision Compensation ~$50,000 to $60,000 per year Location : Short...Full timeTemporary workWork at officeRemote workWork from home- ...shape the future of financial services is waiting for you. Let's push... ...'s possible together. As a Senior Director of Software Engineering... ...the Corporate and Investment Bank, Post Trade Technology -... ...critical daily operations and client service through event-based intake...Senior
- Job Description Join our Private Bank/Wealth Management Solutions Internal... ...advice to high-net-worth clients and families; Wealth Management... ...platform. As a Senior Auditor on the Private Bank/Wealth... ...degree (or relevant financial services experience). Experience with...SeniorPrivateVisa sponsorship
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