Client Service Manager - Senior Associate
JPMorgan Chase
- Location
- Sao Paulo, SP, Brazil
- Work model
- On-Site
- Level
- Mid
- H-1B history
- 1,524 approvals (FY2023)
- Posted
- Aug 19, 2026
About this role
Job responsibilities
Support KYC process including: documentation analysis and control, local due diligence workflow and client reference data through direct interaction with key partners (relationship managers, case leads, Hub, Legal and Compliance); Conduct client outreach and follow up on Client pending documentation; Work closely with Sales and clients in facilitating on-boarding requests; Assisting internal questions about onboarding status; Provide support and facilitate KYC process for multiple LoBs, as per the local and global policies; Liaise with Client Onboarding, reference data hubs and other supporting areas as Legal, Sales Support, Compliance, Technology and global partner teams. Maintain a good control environment by tracking the E2E on-boarding workflow, e.g. KYC approval, storage of on-boarding documents, etc Monitor and review metrics and reconciliation reports; Required qualifications, capabilities, and skills Strong partnership and coordination skills; Ability to identify problems and drive to resolution; Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner Extreme attention to details; Experience with KYC and local documentation requirements for on boarding clients English and Portuguese fluency Strong skill in MS Excel