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Private Bank Associate - Trust

Boston, MA · On-site

... related to banking, credit, and investment products Coordinate with trust, family office ... High net worth client service and sales experience desired * BS/BA degree in Business, Finance or ...

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Latin America Private Bank- Client Service Associate (Spanish Speaking)

Miami, FL • On-site

Chase
See more jobs at Chaseexternal

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Re-posted 5 days ago

Chase Bank rating

8.1

Company rating: 8.1 out of 10

Based on 156 frontline employees who took The Breakroom Quiz

67th of 176 rated banks

Job description

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 Spanish
  • 2+ 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

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