Client Services Delivery Associate - Latin America

Aumni; São Paulo; On-site; BRL 180,000 - 270,000; Full time

Job summary

J.P. Morgan in Brazil seeks a Client Services Delivery Associate for LATAM to drive strategic priorities, governance, performance management, and continuous improvement across Payments Client Services.

You will work with regional and global teams to monitor metrics, prepare executive reporting, and support leadership decisions. The role emphasizes analytical, communication, and project management skills, leveraging data, automation, and AI to enhance reporting and service delivery in a

Qualifications

• Bachelor’s degree in business administration, Economics, Finance, Engineering, International Relations, or a related discipline.
• Fluency in English (written and verbal).
• +4 years of professional experience in a similar role (PMO, Business Management, Client Services, Service Delivery, Consulting, Payments, Treasury Services, Financial Services).
• Strong understanding of Client Services organizations, service delivery frameworks, and best practices.
• Experience with KPIs, performance management, and data-driven decision making.
• Strong analytical and problem-solving skills with data to insights ability.
• Ability to manage multiple priorities in a fast-paced environment.
• Advanced Microsoft Excel and PowerPoint skills.
• Knowledge of data visualization and analytics tools like Power BI, Tableau, Alteryx, SQL, Python.
• Familiarity with AI, automation tools, and process optimization.

Responsibilities

• Support the execution of strategic Client Services Delivery initiatives, transformation programs, and Global projects across LATAM.
• Manage project plans, milestones, action items, risks, dependencies, and governance routines across multiple workstreams.
• Monitor and analyze key Client Services metrics, including service volumes, service levels, productivity, escalations, incident trends, and client health indicators.
• Produce executive presentations, dashboards, scorecards, and management reporting for reviews and leadership decisions.
• Perform data analysis to identify trends, opportunities, and actionable recommendations to improve performance.
• Partner with Product, Technology, Sales, Client Service, Risk, Compliance, and Implementation teams to support strategic initiatives.
• Support product launches, platform migrations, regulatory initiatives, and readiness activities impacting Client Services and clients.
• Identify opportunities to streamline processes and increase efficiency through automation and analytics.
• Support development and adoption of AI solutions to enhance productivity and reporting.
• Coordinate stakeholder communications and provide transparency on progress, risks, and outcomes.

Skills

PMO experience

Data analysis

KPI reporting

Excel

PowerPoint

Power BI

Tableau

SQL

Python

Stakeholder management

Communication

Education

Bachelor’s degree in Business Administration, Economics, Finance, Engineering, International Relations

Tools

Power BI

Tableau

Alteryx

SQL

Python

Job description

The LATAM Client Services Delivery team is responsible for driving strategic initiatives, business governance, performance management, and continuous improvement across the Payments Client Services organization in Latin America. The team partners closely with Client Service, Product, Technology, Sales, Risk, Compliance, and Implementation teams to enhance the client servicing model, support business growth, and deliver best-in-class service to our clients.

As a Client Services Delivery Associate, you will play a key role in supporting the execution of strategic priorities across the LATAM Client Services organization. You will contribute to business performance management, project governance, executive reporting, and cross-functional initiatives aimed at improving service delivery, operational effectiveness, and organizational performance. Working closely with regional and global stakeholders, you will help monitor key business and service metrics, deliver actionable insights, coordinate strategic initiatives, and support leadership decision-making.

This role requires strong analytical, communication, and project management skills, as well as the ability to leverage data, automation, and emerging technologies, including Artificial Intelligence solutions, to drive innovation, enhance reporting capabilities, and support the evolution of the Client Services operating model across the region.

Job Responsibilities

• Support the execution of strategic Client Services Delivery initiatives, transformation programs, and Global projects across LATAM.
• Manage project plans, milestones, action items, risks, dependencies, and governance routines across multiple workstreams.
• Monitor and analyze key Client Services metrics, including service volumes, service levels, productivity, client escalations, incident trends, and client health indicators.
• Produce executive presentations, dashboards, scorecards, and management reporting to support business reviews and leadership decision-making.
• Perform data analysis to identify trends, opportunities, and actionable recommendations that improve business performance.
• Partner with Product, Technology, Sales, Client Service, Risk, Compliance, and Implementation teams to support strategic initiatives and service enhancement efforts.
• Support product launches, platform migrations, regulatory initiatives, and readiness activities impacting Client Services and clients across the region.
• Identify opportunities to streamline processes, improve reporting capabilities, and increase efficiency through automation, analytics, and emerging technologies.
• Support the development and adoption of Artificial Intelligence solutions to enhance productivity, knowledge management, reporting, and operational effectiveness.
• Coordinate stakeholder communications and provide transparency on project progress, key risks, dependencies, and business outcomes.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in business administration, Economics, Finance, Engineering, International Relations, or a related discipline.
• Fluency in English (written and verbal).
• +4 years of professional experience in a similar role. Experience in Project Management Office (PMO), Business Management, Client Services, Service Delivery, Consulting, Payments, Treasury Services, Financial Services, or related areas.
• Strong understanding of Client Services organizations, service delivery frameworks, and client servicing best practices.
• Experience working with KPIs, performance management, business reporting, and data-driven decision-making.
• Strong analytical and problem-solving skills, with the ability to transform data into meaningful insights and recommendations.
• Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
• Advanced Microsoft Excel and PowerPoint skills.
• Knowledge of data visualization and analytics tools such as Power BI, Tableau, Alteryx, SQL, Python, or similar platforms.
• Familiarity with Artificial Intelligence, Generative AI, automation tools, and process optimization methodologies.
• Excellent verbal and written communication skills, with the ability to interact effectively with senior stakeholders.
• Strong relationship-building, influencing, and stakeholder management skills.
• Intellectual curiosity, ownership mindset, strong attention to detail, and commitment to continuous improvement.

Preferred Qualifications, Capabilities, and Skills

• Spanish is a plus.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Client Services Delivery Associate - Latin America