Latin America Private Bank- Client Service Associate (Portuguese Speaking)

JPMorgan Chase; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase’s Latin America Private Bank seeks a Client Service Associate to deepen client relationships and coordinate across the Private Bank to deliver seamless service and solutions.

You will be the primary contact for service needs of a Private Banking client, working with advisors, product partners and operations to ensure a cohesive experience across all Private Banking products, while upholding regulatory standards.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date.
• Fluent Portuguese communication (written and verbal).
• Ability to operate effectively in a matrix organization with tight deadlines.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions.
• Adhere to controls policies and FINRA regulations and protect client assets against fraud.
• Collaborate with client facing teams to deliver and execute client transactions.
• Review and identify potential business opportunities for clients to engage in additional products and services.

Skills

Portuguese fluency

Ability to work under pressure

Microsoft Office proficiency

Education

College degree or equivalent client service experience

Tools

Microsoft Office

Microsoft Outlook

Job description

Join J.P. Morgan's Latin America Private Bank and become part of a collaborative team dedicated to delivering an exceptional experience to our clients. As a Client Service Associate, you'll build and deepen client relationships while partnering across the Private Bank to provide seamless service and solutions.

As a Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.

Job responsibilities

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

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Ability to fluently communicate (written and verbal) in Portuguese
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

• College degree or equivalent client service experience preferred
• Experience with a wide array of financial products preferred