Lead Client Service Specialist - Latin America Private Bank

JP Morgan Chase; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JP Morgan Chase in Houston seeks a Senior Client Service Associate for the Latin America Private Bank. You will lead client service efforts, deepen relationships, and coordinate with advisors, product partners and operations to deliver seamless private banking solutions.

You will act as primary contact for service needs, handle money movement, transfers, and loan transactions, and ensure compliance with FINRA rules while supporting cross-border client engagements.

Qualifications

• FINRA 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
• 5+ 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

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 and services

Skills

FINRA Series 7

Spanish language

Investment management

Matrix organization experience

Ability to work under pressure

Education

College degree

Tools

Microsoft Office Suite

Job description

JP Morgan Chase in Houston seeks a Senior Client Service Associate for the Latin America Private Bank. You will lead client service efforts, deepen relationships, and coordinate with advisors, product partners and operations to deliver seamless private banking solutions.

You will act as primary contact for service needs, handle money movement, transfers, and loan transactions, and ensure compliance with FINRA rules while supporting cross-border client engagements.