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

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

Job summary

J.P. Morgan is seeking a Client Service Associate for its Latin America Private Bank division in Houston. This role involves maintaining and enhancing client relationships while ensuring smooth execution of service-related requests. Ideal candidates are required to possess FINRA licenses, have at least 2 years of experience in investment management, and be fluent in Spanish. Proficiency in Microsoft Office Suite is essential. The position promotes a diverse workplace.

Qualifications

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

Responsibilities

• Provide exceptional client service and execution on requests and transactions.
• Collaborate with teams to deliver and execute client transactions.
• Identify business opportunities for additional products and services.

Skills

Client service skills

Ability to communicate in Spanish

Ability to work under pressure

Proficiency with Microsoft Office Suite

Education

College degree or equivalent experience

Tools

Microsoft Outlook

Job description

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

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

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