Client Relations Lead, Private Banking – Latin America

JP Morgan Chase; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

JP Morgan Chase in Houston seeks a Senior Client Service Associate for the Latin America Private Bank. You will maintain and deepen client relationships, serving as the primary contact for service needs and coordinating with advisors, product partners, and operations to deliver integrated banking solutions.

Responsibilities include client requests execution, loan and money movements, and research; you will work in a fast-paced, matrix environment while ensuring compliance with FINRA and internal

Qualifications

• FINRA Series 7 and Series 63 licenses are required or must be obtained within 90 days of start date.
• 3+ years of experience in the investment management industry.
• Fluent Portuguese (written and spoken).
• Proficiency with Microsoft Word, Excel, PowerPoint and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions.
• Adhere to controls policies, FINRA regulations, and protect client assets from fraud.
• Collaborate with client facing teams to deliver and execute client transactions.
• Identify opportunities to engage clients with additional products, services, and digital platforms.

Skills

FINRA Series 7

FINRA Series 63

MS Office Suite

Portuguese

Investment management experience

Education

College degree

Job description

JP Morgan Chase in Houston seeks a Senior Client Service Associate for the Latin America Private Bank. You will maintain and deepen client relationships, serving as the primary contact for service needs and coordinating with advisors, product partners, and operations to deliver integrated banking solutions.

Responsibilities include client requests execution, loan and money movements, and research; you will work in a fast-paced, matrix environment while ensuring compliance with FINRA and internal