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

JP Morgan Chase; Houston (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

JP Morgan Chase in Houston seeks a Client Service Associate to foster strong client relationships within the Latin America Private Bank. You will act as the primary contact for service needs, coordinating with advisors, product partners and operations to deliver seamless solutions.

In this fast-paced, matrix environment you will handle inquiries, money movements, and transactions, while ensuring compliance with FINRA rules and internal controls. Spanish fluency is required.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses (or ability to obtain within 90 days).
• Ability to work in a matrix organization under pressure with tight deadlines.
• Proficient in Microsoft Office and Outlook.
• Fluent Spanish communication (written and verbal).

Responsibilities

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

Skills

FINRA SIE, Series 7 & 63

Matrix organization

MS Office Suite

Spanish fluency

Education

College degree or equivalent client service experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

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
• 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
• Ability to fluently communicate (written and verbal) in Spanish

Preferred qualifications, capabilities, and skills

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