Latin America Private Bank Senior Client Servic...
@ JPMorganChase

Miami, FL
$120,000
On Site
Full Time
Posted 23 days ago

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XXXXXXXX XXXXXXXXXXX XXXXXXXX***** @jpmorganchase.com
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Job Details

Overview

The Latin America Private Bank Senior Client Service Associate Portuguese Speaking role at JPMorganChase is responsible for maintaining, deepening and enriching client relationships in the Private Banking environment. You will serve as the primary contact for service related needs, working with advisors, product partners and operations teams in a fast-paced, team-oriented setting.

Job Responsibilities

  • Provide exceptional client service with flawless execution of client requests.
  • Manage client transactions including money movements, security transfers, and loan transactions.
  • Adhere to firm controls, FINRA regulations, and safeguard client assets.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Identify opportunities for clients to engage in additional products and digital platforms.

Required Qualifications & Skills

  • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses.
  • Proven ability to operate effectively in a matrix organization under pressure.
  • Proficiency in Microsoft Office Suite and Outlook.
  • Fluent in written and verbal Portuguese.
  • 3+ years experience in the investment management industry.

Preferred Qualifications

  • College degree or equivalent client service experience.
  • Experience with a wide array of financial products.

About JPMorganChase

JPMorganChase is one of the oldest financial institutions offering innovative financial solutions. It provides investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management services. The company offers competitive total rewards including base salary, commission-based pay and discretionary incentive compensation as well as comprehensive benefits.

Key skills/competency

  • Client Service
  • Private Banking
  • Investment Management
  • Regulatory Compliance
  • Transaction Processing
  • Financial Products
  • Cross-functional Collaboration
  • Matrix Organization
  • Portuguese Fluency
  • Microsoft Office
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How to Get Hired at JPMorganChase

🎯 Tips for Getting Hired

  • Research JPMorganChase culture: Explore company values and recent news.
  • Customize your resume: Highlight client service and finance skills.
  • Emphasize regulatory expertise: Mention FINRA and Series licenses.
  • Prepare for collaborative questions: Focus on matrix team experiences.

📝 Interview Preparation Advice

Technical Preparation

Review FINRA regulations and compliance basics.
Practice financial transaction processing scenarios.
Update Microsoft Office proficiency.
Study investment product features and digital tools.

Behavioral Questions

Describe time managing client escalations.
Explain collaboration in matrix teams.
Discuss handling high-pressure tasks.
Share experience with client relationship building.

Frequently Asked Questions