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JPMorganChase

Latin America Private Bank Senior Client Service Associate at JPMorganChase

JPMorganChase Houston, MS

Job Description

DescriptionAs 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 responsibilitiesProvide exceptional client service and flawless execution on client requests inquiries and transactions such as money movement security transfers and loan transactions including escalated research requestsAdhere to and maintain the firms controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activitiesCollaborate with respective client facing teams and internal business groups to deliver and execute client transactionsReview and identify potential business opportunities for clients to engage in additional products services and digital platform.Required qualifications capabilities and skillsFINRA Securities Industry Essentials Series 7 and Series 63 licenses required for the positionProven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlinesProficiency with Microsoft Office Suite (Word Excel and PowerPoint) and Microsoft OutlookAbility to fluently communicate (written and verbal) in Portuguese3 years of experience in the investment management industryPreferred qualifications capabilities and skillsCollege degree or equivalent client service experience preferredExperience with a wide array of financial products preferredRequired Experience:Senior IC Key Skills Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 75000 - 95000

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