Latin America Private Bank - Senior Client Service Associate - Vice President

Location: Jersey City, NJ, United States

Job Family: Client Service

About the Role

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. In the Latin America Private Bank, we deliver personalized wealth management solutions to ultra-high net worth individuals and families across the region. As a Senior Client Service Associate at the Vice President level, you will join a dynamic, client-focused team in Jersey City, NJ, playing a pivotal role in supporting our discerning clients' complex financial needs. This position offers the opportunity to leverage your expertise in private banking to foster long-term relationships, drive client satisfaction, and contribute to the growth of one of the world's most prestigious private banking franchises. In this role, you will act as a trusted advisor and coordinator, managing day-to-day interactions with high-profile Latin American clients. Responsibilities include overseeing client inquiries, facilitating access to J.P. Morgan's suite of investment, lending, and planning services, and ensuring all activities align with our rigorous compliance and risk management frameworks. You will collaborate closely with relationship managers, investment specialists, and operations teams to deliver seamless experiences, from portfolio reviews to customized wealth transfer strategies. Your ability to navigate the nuances of cross-border regulations and cultural sensitivities will be key to providing exceptional service in a diverse, global environment. We seek a seasoned professional with deep knowledge of the financial services industry, particularly in wealth management for ultra-high net worth segments. Success in this position requires not only technical proficiency in financial tools and market analysis but also exceptional interpersonal skills to build trust and rapport with clients. At J.P. Morgan, you will benefit from our commitment to innovation, professional growth, and a collaborative culture that empowers you to make an impact. Join us to advance your career while helping shape the financial futures of our elite clientele.

Key Responsibilities

• Serve as the primary point of contact for ultra-high net worth clients in the Latin America Private Bank, ensuring seamless service delivery and relationship management
• Coordinate with advisors, portfolio managers, and product specialists to address client inquiries and implement tailored financial solutions
• Monitor client portfolios, prepare performance reports, and facilitate transactions in compliance with J.P. Morgan's standards and regulatory guidelines
• Manage client onboarding processes, including KYC/AML documentation for international clients
• Resolve complex service issues promptly, escalating to senior management when necessary to maintain client satisfaction
• Collaborate with global teams to support cross-border wealth planning, tax strategies, and investment opportunities specific to Latin American markets
• Contribute to business development by identifying opportunities to deepen client relationships and introduce J.P. Morgan's premium services
• Maintain accurate records in J.P. Morgan's client management systems and ensure data privacy in line with GDPR and local regulations
• Participate in team meetings and training to stay updated on market trends, product innovations, and compliance updates

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7 years of experience in client service within private banking or wealth management
• Proven track record in supporting ultra-high net worth clients in the Latin America region
• Strong understanding of financial products, investment strategies, and regulatory requirements in international markets
• Fluency in English and Spanish; Portuguese is highly desirable
• Experience with CRM systems and financial software used in private banking

Preferred Qualifications

• Advanced degree or certification such as CFA, CFP, or Series 7/63 licenses
• Prior experience working with J.P. Morgan Chase or a similar global financial institution
• Knowledge of Latin American economic trends and cross-border wealth management
• Demonstrated leadership in client-facing roles within a multicultural team environment

Required Skills

• Client relationship management
• Financial analysis and reporting
• Knowledge of private banking products
• Cross-cultural communication
• Problem-solving and issue resolution
• Attention to detail and accuracy
• Time management and prioritization
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Understanding of AML/KYC compliance
• Investment portfolio monitoring
• Multilingual capabilities (English/Spanish)
• Team collaboration and leadership
• Regulatory knowledge in financial services
• Data privacy and confidentiality
• Adaptability to dynamic market conditions

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• On-site fitness centers, wellness programs, and mental health support
• Hybrid work flexibility and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.