LatAm Private Banking: Client Service Specialist

JPMorgan Chase & Co.; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan seeks a Senior Client Service Associate in the Latin America Private Bank in Houston to nurture client relationships. You’ll be the primary service contact, coordinating with advisors, product partners and operations to deliver a seamless Private Banking experience.

You will execute client requests and transactions, uphold controls and FINRA regulations, collaborate with teams, and spot opportunities to expand client relationships with additional products and digital platforms.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required; unlicensed candidates may obtain within 90 days of start
• Proven ability to operate in a matrix organization under tight deadlines
• Proficiency with Word, Excel, PowerPoint and Outlook
• Fluency in Portuguese (written and spoken)

Responsibilities

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

Skills

FINRA licenses (SIE, Series 7, Series

Matrix organization experience

MS Office

Portuguese fluency

Education

College degree or equivalent

Tools

MS Office Suite

Microsoft Outlook

Job description

J.P. Morgan seeks a Senior Client Service Associate in the Latin America Private Bank in Houston to nurture client relationships. You’ll be the primary service contact, coordinating with advisors, product partners and operations to deliver a seamless Private Banking experience.

You will execute client requests and transactions, uphold controls and FINRA regulations, collaborate with teams, and spot opportunities to expand client relationships with additional products and digital platforms.