Latin America Private Bank - Senior Client Service Associate

Testing Site - JPMC; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan is seeking a Senior Client Service Associate in the Latin America Private Bank to maintain, deepen, and enrich client relationships.

You will be the primary contact for service-related needs of Private Banking clients, collaborating with advisors, product partners, and operations to deliver a seamless, integrated approach across all Private Banking products. The role requires FINRA Series 7 and 63 licenses, Portuguese fluency, and 3+ years in investment management.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required.
• Ability to operate in a matrix organization under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite and Microsoft Outlook.
• Ability to fluently communicate in Portuguese.
• 3+ years of experience in the investment management industry.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, transfers, and loan transactions including escalated research requests.
• Adhere to and maintain the firm’s controls and FINRA regulations, protecting client assets against potential fraud.
• Collaborate with client-facing teams and internal groups to deliver and execute client transactions.
• Review and identify potential business opportunities for clients to engage in additional products and digital platforms.

Skills

FINRA Series 7

FINRA Series 63

Portuguese fluency

MS Office proficiency

Investment management experience

Education

College degree or equivalent client service experience

Tools

Microsoft Outlook

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