Latin America Private Bank- Client Service Associate (Spanish Speaking)
Latin America Private Bank- Client Service Associate (Spanish Speaking)
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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 firms 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
- 2 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
Required Experience:
IC
Employment Type
Full-Time
