Latin America Private Bank - Senior Client Service Associate - Vice President
JPMorgan Chase · jpmorganchase.com
MiamiExecutive5+ yrs
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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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