Wealth Management, Account Opening Specialist Latin America Private Bank, Analyst Spanish and English Required
Posted on: 3 Apr 2021
Plano, TX
Job Description
As a Client Onboarding Account Opening Specialist the candidate will handle comprehensive account opening activities for our offshore private banking teams covering four markets: Brazil, Mexico, CASA, and GFG. This will include composing new account workflows, reviewing corporate client & internal JPM documentation, and working closely with our KYC and Relationship Onboarder teams.
Key Accountabilities:
* Perform comprehensive account opening activities for private banking business covering Latin American clientele.
* Liaise effectively with partner 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.
* 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.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
-
IndustryBanking/Financial Services
-
No. of Employees255,998
-
Website
-
Jobs Posted9051
