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

JPMorgan Chase & Co.; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

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

You will be the primary contact for all service related needs of a Private Banking client, working with advisors, product partners and operations to deliver a seamless, integrated service. The role emphasizes client service, regulatory compliance and cross-team collaboration to deliver private banking solutions in a fast-paced environment for high-net-worth

Qualifications

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

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions such as money movement, security transfers and loan transactions
• Adhere to the firm’s controls, policies and FINRA regulations to protect client assets
• Collaborate with client-facing teams and internal groups to deliver and execute client transactions
• Review and identify opportunities for clients to engage in additional products and digital platform

Skills

Spanish fluency

Client service

Financial product knowledge

Team collaboration

Education

FINRA Series 7

FINRA Series 63

Tools

Microsoft Office

Microsoft 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 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