Senior LATAM Private Bank Client Services Lead

JPMorgan Chase & Co.

Houston (TX)

On-site

USD 65,000 - 83,000

Full time

14 days+
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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 all service needs of a Private Banking client, working with advisors, product partners and operations to deliver a seamless and integrated approach across all Private Banking products. Responsibilities include providing exceptional client service on requests and transactions, ensuring compliance with

Qualifications

  • Fluent written and verbal Spanish communication.
  • 2+ years in the investment management industry.
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Outlook.

Responsibilities

  • Provide exceptional client service and flawless execution on client requests and transactions.
  • Adhere to firm policies, FINRA regulations, and protect client assets against fraud.
  • Collaborate with client-facing teams to deliver and execute client transactions.

Skills

Spanish fluency
Client service
Under pressure
MS Office

Education

College degree

Tools

Microsoft Office Suite
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 all service needs of a Private Banking client, working with advisors, product partners and operations to deliver a seamless and integrated approach across all Private Banking products. Responsibilities include providing exceptional client service on requests and transactions, ensuring compliance with

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