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

JPMorganChase; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Houston seeks a Senior Client Service Associate to manage client relationships within the Latin America Private Bank. This position entails exceptional client service, working with teams to fulfill complex requests, and requires relevant licenses and 2+ years in investment management. The ideal candidate must be bilingual in Spanish and proficient in Microsoft Office. Our organization offers competitive compensation and a robust benefits package.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• 2+ years of experience in the investment management industry.
• Proven ability to operate effectively in a matrix organization.

Responsibilities

• Provide exceptional client service on requests and transactions.
• Adhere to policies and protect client assets.
• Collaborate with client-facing teams to execute transactions.

Skills

Bilingual in Spanish

Client service experience

Ability to work under pressure

Proficiency in Microsoft Office

Education

College degree or equivalent experience

Tools

Microsoft Office Suite

Job description

Job Description

As a Senior 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
• 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
• 2+ years of experience in the investment management industry

Preferred Qualifications, Capabilities, And Skills

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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.