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

JPMorganChase; Houston (TX); Vor Ort; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

JPMorganChase is seeking a Senior Client Service Associate for the Latin America Private Bank in Houston. You will serve as the primary contact for service needs of Private Banking clients and work with advisors, product partners, and operations to deliver integrated solutions.

You will maintain and deepen client relationships, ensuring flawless execution on requests, while adhering to controls and FINRA regulations. This role emphasizes teamwork and proactive client engagement.

Qualifikationen

• Fluent written and verbal Spanish communication skills.
• 3+ years of experience in the investment management industry.
• Ability to operate in a matrix organization and under pressure with tight deadlines.
• FINRA Series 7 and Series 63 licenses required or to be obtained within 90 days of start date.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Microsoft Outlook.

Aufgaben

• Provide exceptional client service and flawless execution on client requests and transactions.
• Adhere to firm controls, procedures, and FINRA regulations and protect client assets from fraud.
• Collaborate with client-facing teams and internal groups to deliver and execute client transactions.
• Identify potential business opportunities for clients to engage in additional products and digital platforms.

Kenntnisse

Spanish fluency

FINRA Series 7/63

investment management experience

matrix organization

Microsoft Office Suite

Ausbildung

College degree or equivalent client service experience

Tools

Microsoft Outlook

Jobbeschreibung

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
• Ability to fluently communicate (written and verbal) in Spanish
• 3+ years of experience in the investment management industry
• 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

Preferred Qualifications, Capabilities, And Skills

• College degree or equivalent client service experience preferred
• Experience with a wide array of financial products preferred

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.