AM, LatAm Private Bank Account Opening Specialist, Client Service (Miami, FL)

Job description

Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.

The Role
As an Account Opening Specialist you will be the primary point of contact for all Latin American offshore Banker Teams and Advisors in regards to account opening. Key accountabilities will include delivering first class (internal) client service to the Banker Teams, obtaining a basic understanding for the account opening process as well as the full complement of tasks that team is responsible for.

Key Accountabilities

• Deliver first class client service to the Banker Teams & Advisors
• Partner with the business to drove tactical solutions for day to day issues that arise
• Ensure that all activities and duties are carried out in full compliance with JP Morgan's regulatory requirements
• Responsible for managing large email request volumes for the market in which they are assigned while providing prompt and frequent update to the Banker Teams
• Complete ad hoc projects as needed.

Desired profile

Qualifications:

• 2+ years experience in the Financial Services and/or Banking industry.
• Effective communicator (both orally and in writing); ability to influence effectively at all levels and bring a variety of issues to resolution.
• High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities and tight deadlines.
• Ability to work independently; and know when to ask for guidance.
• Excellent analytical abilities; extreme attention to detail; highly organized.
• Fluency in English and Spanish and/or competency with Portuguese a plus.