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 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 Client Onboarding team (COB) plays a critical role at the inception of new client relationships; setting the standard for ongoing execution excellence.
Private Banking Client Onboarding Specialists and Associates are the primary contact for all account onboarding needs of a Private Banking client. The COB Team works with bankers, investors, service professionals and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services.
As a Client Onboarding Associate the candidate will provide comprehensive client-onboarding and take onto account opening responsibilities to our local Mexico teams. This will include collecting, validating and recording client documents and information, leveraging firm technology to set up accounts, working closely with our internal clients, our front office partners and complying with regulatory as well as internal controls.. Our Front Office partners consist of Bankers and Investor Teams.
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