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Latin America Private Bank - Senior Client Service Associate - Vice President

JPMorgan Chase · jpmorganchase.com
MiamiExecutive5+ yrs
Apply on JPMorgan Chase’s site
Posted 1 month ago. 12 more Banker / Relationship Manager jobs in Miami, Florida went up on company career pages this week. See the newer ones

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Straight from the company’s own careers site.

The job in short

Senior private bank client service.

ExcelBanking

Details

Found
27 d ago · posted 2026-09-24
Location
Miami, FL

Full description

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 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 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

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