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

JPMorgan Chase; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase, Latin America Private Bank in Houston, invites a Client Service Associate to deepen client relationships and deliver seamless service across Private Banking products. You will be the main contact for all service needs, coordinating with advisors, product partners, and operations to ensure flawless execution.

Required: FINRA SIE, Series 7 and Series 63 licenses (or able to obtain within 90 days), Spanish fluency, and strong MS Office/Outlook skills.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required or must obtain within 90 days.
• Fluent in Spanish, written and spoken.
• Proficient with Microsoft Office and Outlook.
• College degree preferred.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions.
• Coordinate with advisors, product partners and operations to deliver seamless service.
• Review potential opportunities to engage clients with additional products and digital channels.
• Ensure compliance with firm controls and FINRA regulations.

Skills

FINRA SIE

Series 7

Series 63

Spanish fluency

MS Office

Matrix environment

Education

College degree

Tools

MS 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