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Wealth Management, Onboarding Analyst LATAM, Analyst

Req #: 170111324
Location: Brooklyn, NY, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
Account Opening Specialist
 Latin America Private Bank
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
 
The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.
 
 
Our Team
 
The Private Bank LatAm Team works closely together as a unit and is characterized by its team-based approach to ensure a high level of client service The Account Opening Group (AOG) plays a critical role at the inception of new client relationships; setting the standard for ongoing execution excellence.    
 
Private Banking Account Opening Specialists (AOS) are the primary contact for all account onboarding needs of a Private Banking client.  The AOS works with bankers, investors, service professionals and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services.
 
 
The Role:
 
As a Client Onboarding Account Opening Specialist the candidate will handle comprehensive account opening activities for our offshore private banking teams covering six markets:  Brazil, Mexico, Andes, Emerging High Net Worth, Multinational, and Southern Cone.  This will include composing new account workflows, reviewing corporate client & internal JPM documentation, and working closely with our internal clients, our front office partners. Our Front Office partners consist of Bankers, Banker Analysts, Business Managers, etc.    
 
Key Accountabilities:
 
  • Perform comprehensive account opening activities for private banking business covering Latin American clientele. 
  • Liaise effectively with client-facing teams; provide strategic guidance as needed around client & internal JPM documentation, standards/guidelines, or global Private Bank standards.
  • Validate client documentation for authenticity and completeness.
  • Assure adherence to corporate and regulatory control standards.  Monitor reports, flag issues, and follow-up to timely resolution.
  • Partner regularly with the Client Service team to update client information and answer general inquiries.
  • Leverage in-house technology to record client information; keep current with system updates and rollouts.
  • Actively participate in projects/priorities (such as collection of missing documentation, remediation activities, client reference data reconciliation, etc.).
 
Qualifications:
 
  • Some Financial Services and/or Private Banking industry experience preferred but not mandatory
  • Account Opening and/or documentation analysis experience strongly preferred.
  • Strong ability to work independently and with appropriate urgency; excellent follow-up habits.
  • Proven success at collaborating to resolve issues, improve efficiency, and foster clear communication channels.
  • Work style characterized by high level of precision and attention to detail.
  • Ability to perform effectively in a fast-paced environment with rapidly changing business priorities.
  • Oral and written fluency in Spanish is mandatory. 
 
 
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

 

Qualifications:
 
  • Some Financial Services and/or Private Banking industry experience preferred but not mandatory
  • Account Opening and/or documentation analysis experience strongly preferred.
  • Strong ability to work independently and with appropriate urgency; excellent follow-up habits.
  • Proven success at collaborating to resolve issues, improve efficiency, and foster clear communication channels.
  • Work style characterized by high level of precision and attention to detail.
  • Ability to perform effectively in a fast-paced environment with rapidly changing business priorities.
  • Oral and written fluency in Spanish is mandatory. 

 

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