Latin America Private Bank - Senior Client Service Associate

TwinThread; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Senior Client Service Associate to enhance client relationships within the Latin America Private Bank. This role will involve serving as the primary contact for service-related needs, ensuring flawless execution of client requests and inquiries.

Candidates must have FINRA licenses and at least 3 years of investment management experience. A college degree is preferred. Responsibilities also include collaboration with various teams to facilitate client transactions and uncover additional business opportunities.

Qualifications

• Must hold FINRA Securities Industry Essentials, Series 7 and Series 63 licenses.
• 3+ years of experience in the investment management industry required.
• Ability to communicate fluently in Portuguese, both written and verbal.

Responsibilities

• Provide exceptional client service and execution on requests.
• Collaborate with teams to deliver client transactions.
• Identify potential business opportunities for clients.

Skills

FINRA Securities Industry Essentials

Series 7 license

Series 63 license

Microsoft Office Suite

Fluent in Portuguese

3+ years in investment management

Education

College degree or equivalent experience

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 Portuguese
• 3+ 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 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. Visit our FAQs for more information about requesting an accommodation.

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