Latin America Private Bank- 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 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 Portuguese


* 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

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 coach...