Latin America Private Bank - Senior Client Service Associate (Portuguese Speaking)

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

Job summary

JP Morgan Chase in Houston seeks a Senior Client Service Associate for the Latin America Private Bank. You will maintain and deepen client relationships, serving as the primary contact for service needs and coordinating with advisors, product partners, and operations to deliver integrated banking solutions.

Responsibilities include client requests execution, loan and money movements, and research; you will work in a fast-paced, matrix environment while ensuring compliance with FINRA and internal

Qualifications

• FINRA Series 7 and Series 63 licenses are required or must be obtained within 90 days of start date.
• 3+ years of experience in the investment management industry.
• Fluent Portuguese (written and spoken).
• Proficiency with Microsoft Word, Excel, PowerPoint and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions.
• Adhere to controls policies, FINRA regulations, and protect client assets from fraud.
• Collaborate with client facing teams to deliver and execute client transactions.
• Identify opportunities to engage clients with additional products, services, and digital platforms.

Skills

FINRA Series 7

FINRA Series 63

MS Office Suite

Portuguese

Investment management experience

Education

College degree

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 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; 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 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