Senior Client Service Associate: Latin America Private Bank

Testing Site - JPMC; Houston (TX); On-site; USD 57,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Houston, TX seeks a Senior Client Service Associate within the Latin America Private Bank to maintain and deepen client relationships.

You will be the primary contact for service needs of Private Banking clients, working with advisors, product partners and operations to deliver a seamless, integrated approach across all Private Banking products. The role requires FINRA licenses, ability to work under pressure with tight deadlines, proficiency in MS Office, Spanish

Qualifications

• FINRA Securities Industry Essentials licensed or equivalent
• Series 7 and Series 63 licenses required
• Proficiency with Microsoft Office Suite and Outlook
• Spanish fluency in written and spoken communication
• 2+ years of investment management experience

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions.
• Collaborate with client-facing teams to deliver and execute client transactions
• Identify opportunities to engage clients with additional products and digital platforms
• Maintain compliance with firm controls and FINRA regulations

Skills

FINRA SIE

Series 7

Series 63

Spanish fluency

Investment industry experience

Education

College degree or equivalent

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

JPMorgan Chase & Co. in Houston, TX seeks a Senior Client Service Associate within the Latin America Private Bank to maintain and deepen client relationships.

You will be the primary contact for service needs of Private Banking clients, working with advisors, product partners and operations to deliver a seamless, integrated approach across all Private Banking products. The role requires FINRA licenses, ability to work under pressure with tight deadlines, proficiency in MS Office, Spanish