DescriptionIf 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 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 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
Required Experience:
Exec
DescriptionIf 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 deep...
DescriptionIf 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 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 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
Required Experience:
Exec
View more
View less