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 ...
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 ...
Senior Client Service Associate
Iselin, NJ · On-site
$70K - $80K/yr
Our Iselin, NJ office is hiring a Senior Client Service Associate . This role serves as the liaison between the client and the Financial Advisors (FAs) and ensures smooth office operations. You will ...
Senior Client Service Associate
Iselin, NJ · On-site
$70K - $80K/yr
Our Iselin, NJ office is hiring a Senior Client Service Associate . This role serves as the liaison between the client and the Financial Advisors (FAs) and ensures smooth office operations. You will ...
Senior Client Service Associate
Woodbridge, NJ · On-site
$70 - $80/hr
Senior Client Service Associate - Iselin, NJ This role serves as the liaison between clients and the Financial Advisors (FAs) and ensures smooth office operations. You will work with all aspects of ...
Senior Client Service Associate
Woodbridge, NJ · On-site
$70 - $80/hr
Senior Client Service Associate - Iselin, NJ This role serves as the liaison between clients and the Financial Advisors (FAs) and ensures smooth office operations. You will work with all aspects of ...
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 ...
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 ...
Client Service Associate
Manasquan, NJ · On-site
$14.25 - $19.75/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
Client Service Associate
Manasquan, NJ · On-site
$14.25 - $19.75/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
Client Service Associate
Manasquan, NJ · On-site
$65K - $95K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
Client Service Associate
Manasquan, NJ · On-site
$65K - $95K/yr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
Client Service Associate
Hamilton, NJ · On-site
$14.50 - $19.75/hr
Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for ...
Client Service Associate
Hamilton, NJ · On-site
$14.50 - $19.75/hr
Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel: 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel: 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel : 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Quick apply
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel : 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Registered Client Service Associate
Parsippany Troy Hills, NJ · On-site
$60 - $90/hr
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service ...
Registered Client Service Associate
Parsippany Troy Hills, NJ · On-site
$60 - $90/hr
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service ...
Client Services Associate
Warren, NJ · On-site
Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to ...
Client Services Associate
Warren, NJ · On-site
Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to ...
Client Service Associate
Gladstone, NJ · On-site
$85K/yr
Client Services Associate - On Site We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work moving. This is an important ...
Client Service Associate
Gladstone, NJ · On-site
$85K/yr
Client Services Associate - On Site We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work moving. This is an important ...
Client Services Associate - On Site Gladstone, NJ The Opportunity We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work ...
Quick apply
Client Services Associate - On Site Gladstone, NJ The Opportunity We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work ...
Registered Client Service Associates provide exceptional service to our clients and support ... As senior members of the service team, through regular interactions with clients, individuals in ...
Registered Client Service Associates provide exceptional service to our clients and support ... As senior members of the service team, through regular interactions with clients, individuals in ...
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Are you truly service oriented. Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate ...
Are you truly service oriented. Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate ...
Client Service Associate
Woodcliff Lake, NJ · On-site
$15.25 - $21.25/hr
The Client Service Associate is a core member of the client-service team, serving as the primary liaison for policyholders, trustees, advisors, carriers, and other professionals to deliver ...
New
Client Service Associate
Woodcliff Lake, NJ · On-site
$15.25 - $21.25/hr
The Client Service Associate is a core member of the client-service team, serving as the primary liaison for policyholders, trustees, advisors, carriers, and other professionals to deliver ...
New
Client Service Specialist
Camden, NJ · On-site
$55K - $70K/yr
... from the Senior Client Service Associate and Director of Client Services. Principal Responsibilities * Work directly with clients and consulting team to provide excellent day-to-day service.
Client Service Specialist
Camden, NJ · On-site
$55K - $70K/yr
... from the Senior Client Service Associate and Director of Client Services. Principal Responsibilities * Work directly with clients and consulting team to provide excellent day-to-day service.
Registered Client Service Associate
Toms River, NJ · On-site
$34K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.
Registered Client Service Associate
Toms River, NJ · On-site
$34K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.
Client Service Associate
Madison, NJ · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...
Client Service Associate
Madison, NJ · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...
Senior Client Service Associate information
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$29.4K - $39K
17% of jobs
$44.8K is the 25th percentile. Wages below this are outliers.
$39K - $48.6K
14% of jobs
$48.6K - $58.2K
4% of jobs
$58.2K - $67.8K
14% of jobs
The median wage is $69.1K / yr.
$67.8K - $77.4K
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$77.4K - $87K
9% of jobs
$92.1K is the 75th percentile. Wages above this are outliers.
$87K - $96.6K
11% of jobs
$96.6K - $106.2K
9% of jobs
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6% of jobs
$115.8K - $125.4K
3% of jobs
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1% of jobs
$29.4K
$75.3K
$135K
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Latin America Private Bank- Client Service Associate (Spanish Speaking)
Jersey City, NJ • On-site
Other
Re-posted yesterday
Chase Bank rating
8.1
Based on 156 frontline employees who took The Breakroom Quiz
67th of 175 rated banks
Job description
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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