About The Position

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.

Requirements

  • 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

Nice To Haves

  • College degree or equivalent client service experience preferred
  • Experience with a wide array of financial products preferred

Responsibilities

  • Provide exceptional client service and flawless execution on client requests,inquiries and transactions such as money movement, security transfers, andloan transactions including escalated research requests
  • Adhere to and maintain the firm’s controls policies and procedures and FINRAregulations as well as protecting client assets against potential fraudactivities
  • 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 inadditional products and services

Benefits

  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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