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Asset Management | GWM | Latin America Private Bank | Client Service Manager, VP - Sao Paulo

Job Description

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 customised 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.

 

The Role:

As Client Service Manager you will be responsible for the smooth operation and overall success of the client service function within the Latin America Private Bank, onshore Brazil.  This will include strategic deployment of client service resources; managing daily workflow; performing supervisory oversight; and serving as key escalation point for client-related issues.  Additional responsibilities will include managing the Client Service population and partnering with senior business leaders to execute and deliver against organizational goals and priorities.


Key Accountabilities:

  • Manage day to day operation of Client Service team to deliver superior service to our clients.
  • Assure adherence to corporate and regulatory control standards.  Monitor reports, flag issues, and follow-up to timely resolution.
  • Assure smooth Service operation.  Effectively manage capacity, work distribution, absences balancing staff experience levels.
  • Talent development, including recruitment, onboarding and training.
  • Performance management, including objective-setting, performance reviews (mid and year-end), and career-development coaching.
  • Represent Service function to partners across the organization including Risk, Compliance, Operations, Technology and business management.
  • Manage Service team projects/priorities (such as client experience, capacity planning, cross-selling bank's products, administrative campaigns -e.g. missing documentation-, client communications, etc); lead team meetings.

Qualifications:

  • Minimum of 5 years experience in the Financial Services and/or Banking industry
  • Proven leadership and people management capabilities
  • Strong problem solving & project management skills.
  • Effective communicator (both orally and in writing) who can positively engage and influence clients as well as internal stakeholders.
  • Ability to perform effectively in a fast-paced environment with rapidly changing business priorities.
  • Fluency in Portuguese and English is critical.
Req #: 160040199
Location: São Paulo, SP BR
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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