Latin America Private Bank - Senior Client Service Associate - Vice President
On-site · Miami, Florida, United States
Job Summary
Senior Client Service Associate in the Latin America Private Bank at JP Morgan acts as the primary service contact for Private Banking clients, delivering exceptional client service, coordinating with advisors and product partners, and executing transactions (money movement, transfers, loans) while adhering to controls and regulatory requirements. The role involves collaboration across client-facing teams, identifying opportunities to broaden product engagement, and operating in a matrix environment under tight deadlines. Preferred candidates have a college degree and broader experience with financial products.
Required Qualifications
- 5+ years of client service experience
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required or unlicensed candidates who will obtain within 90 days
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook
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