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

JPMorgan Chase & Co.; Houston (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

J.P. Morgan's Latin America Private Bank is seeking a Client Service Associate to build and deepen client relationships across Private Banking products in a fast-paced, collaborative team.

You will be the primary contact for service-related needs, coordinating with advisors, product partners and operations to deliver seamless service and solutions. Required qualifications include FINRA SIE, Series 7 and 63 licenses (or ability to obtain within 90 days), and fluent Portuguese.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required or must obtain within 90 days.
• Fluent written and spoken Portuguese.
• Ability to work in a matrix organization under tight deadlines.
• College degree or equivalent client service experience.

Responsibilities

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

Skills

FINRA licenses

Portuguese fluency

Cross-functional teamwork

MS Office

Education

College degree

Tools

MS Office

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