JPMorgan Latin America Private Bank - Client Service Manager Vice President 

United States, Texas, Houston 

210583575

Job Responsibilities

• Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
• Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
• Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
• Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
• Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process

Required qualifications, capabilities, and skills

• 5+ years of leadership experience
• FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
• Strong leadership and management abilities; must be able to think strategically
• Spanish and/or Portuguese language proficiency required

Preferred qualifications, capabilities, and skills

• College degree or equivalent preferred