LATAM Private Banking Client Relations Lead

Testing Site - JPMC; Houston (TX); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

J.P. Morgan is seeking a Senior Client Service Associate in the Latin America Private Bank to maintain, deepen, and enrich client relationships.

You will be the primary contact for service-related needs of Private Banking clients, collaborating with advisors, product partners, and operations to deliver a seamless, integrated approach across all Private Banking products. The role requires FINRA Series 7 and 63 licenses, Portuguese fluency, and 3+ years in investment management.

Formación

• FINRA SIE, Series 7 and Series 63 licenses required.
• Ability to operate in a matrix organization under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite and Microsoft Outlook.
• Ability to fluently communicate in Portuguese.
• 3+ years of experience in the investment management industry.

Responsabilidades

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, transfers, and loan transactions including escalated research requests.
• Adhere to and maintain the firm’s controls and FINRA regulations, protecting client assets against potential fraud.
• Collaborate with client-facing teams and internal groups to deliver and execute client transactions.
• Review and identify potential business opportunities for clients to engage in additional products and digital platforms.

Conocimientos

FINRA Series 7

FINRA Series 63

Portuguese fluency

MS Office proficiency

Investment management experience

Educación

College degree or equivalent client service experience

Herramientas

Microsoft Outlook

Descripción del empleo

J.P. Morgan is seeking a Senior Client Service Associate in the Latin America Private Bank to maintain, deepen, and enrich client relationships.

You will be the primary contact for service-related needs of Private Banking clients, collaborating with advisors, product partners, and operations to deliver a seamless, integrated approach across all Private Banking products. The role requires FINRA Series 7 and 63 licenses, Portuguese fluency, and 3+ years in investment management.