Client Service Associate - LATAM in Genève

h3Description /h3 pWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to our clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from across the Front Office and other businesses functions, providing you with the opportunity to take your career to the next level. /p h3Job Summary /h3 pAs a Relationship Partner, you will play a crucial role in supporting our Client Advisors by managing and coordinating all service and maintenance related activities for our Private Bank Clients. You will act as the primary point of contact for service needs, ensuring seamless communication and exceptional client satisfaction. Working collaboratively with client advisors, integrated team members, operations and technology teams, you will facilitate exceptional service delivery for our clients. Your passion for client service, coupled with strong communication and relationship management skills, will drive the success of our client engagements. /p h3Job Responsibilities: /h3 ul liOversee and coordinate all client servicing and account maintenance activities, ensuring a high standard of client service excellence. /li liCoordinate with Advisors, Operations, Middle Office, and Onboarding teams to ensure client documentation and servicing requirements are met, prioritizing client needs and expectations. /li liAddress and resolve Client and Advisor inquiries and issues promptly and professionally. /li liExecute client transactions relating to cash / liquid positions, corporate actions and inquiries accurately and timely, adhering to established policies and procedures. /li liMonitor and manage client cash long and short balances, liaising with clients as necessary to maintain account positions. /li liFacilitate investments in liquidity funds and foreign exchange (cash management) for clients within set limits. /li liIdentify and escalation cross-sell opportunities to bankers and product partners. /li liDrive digital adoption through client education and outreach. /li liLead completion of the client Periodic Review process. /li liInvestigate and resolve potential or actual fraud situations, errors, and losses promptly. /li liSupport business, team, and Advisor projects, contributing to overall team success. /li /ul h3Required Qualifications, Capabilities and Skills: /h3 ul liBachelor's degree in finance, business administration, law, or a related field; advanced degree or certifications (e.g., CFA, IMC) are a plus. /li liStrong interpersonal and communication skills, both written and oral, with a demonstrated ability to engage effectively with clients. /li liExperience in a similar role within the financial services or banking industry, with a proven track record of client service excellence. /li liProficiency in Microsoft Office Suite, particularly PowerPoint and Excel; familiarity with CRM systems is advantageous. /li liHighly organized and detail-oriented, with a strong commitment to accuracy and quality in all tasks. /li liExcellent judgment and problem-solving skills, with the ability to navigate complex client situations. /li liDemonstrated ability to work independently and collaboratively within a team, consistently prioritizing the client experience. /li liFluency in English and Spanish. Portuguese and other languages are a plus. /li /ul #J-18808-Ljbffr