JPMorgan Chase Wealth Management | Latin America Private Bank | Client Service Centralized Team Specialist | NY in New York, New York

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.

POSITION SUMMARY:

As a Specialist on the Centralized Service Support Team, you will be responsible for executing a range of operational activities to support the delivery of service to LatAm Private Bank clients. You will work in a team-oriented environment with Client Service Associates (CSAs) and various operations teams to assure smooth execution of activities, ultimately delivering exceptional service to our clients.

ESSENTIAL FUNCTIONS:

  • Coordinate preparation of tax solicitation as well as collection and processing of tax documentation.

  • Participate in Service-related projects/priorities as needed

  • Assist with research, follow-up and issue resolution through effective interaction with CSAs and operations teams in a timely and professional manner

  • Manage daily transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures

  • Management and follow through on Service requests, including composition of credit reference letters, account maintenance activities for credit and debit card products and annual service fee administration, as directed by the CSA teams

  • Escalation of issues for any urgent matters or assistance

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

  • 1-3 years experience in the Financial Services and/or Private Banking industry

  • BA/BS preferred or equivalent work experience

  • Highly organized, attentive to details, excellent follow up habits

  • Effective communicator (both orally and written)

  • Ability to work effectively as a member of a team with the ability to work well with multiple CSA teams and other team members

  • High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities

  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

  • F luent in Spanish and/or Portuguese required

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.