Chase · 18 hours ago
Latin America Private Bank - Senior Client Service Associate - Vice President
1450 Brickell Ave, Miami, FL, 33131, US
Full-time
Onsite
Mid, Senior Level
5+ years expChase is a leading financial institution offering innovative financial solutions, and they are seeking a Senior Client Service Associate within the Latin America Private Bank. This role involves maintaining and enriching client relationships while serving as the primary contact for all service-related needs of Private Banking clients.
BankingFinancial Services
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 and services
Qualification
Required
5 plus years of client service experience
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
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
Preferred
College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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