Senior Private Banking Client Advocate - LATAM

JPMorgan Chase & Co.; Houston (TX); Híbrido; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

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

You will be the primary contact for service needs of a Private Banking client, collaborating with advisors, product partners, and operations to deliver a seamless, integrated private banking experience. The role requires FINRA licenses, 3+ years in investment management, and fluency in Spanish.

Formación

• FINRA SIE, Series 7 and Series 63 licenses required.
• 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.
• Ability to fluently communicate (written and verbal) in Spanish.
• 3+ years of experience in the investment management industry.

Responsabilidades

• 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.

Conocimientos

FINRA SIE

Series 7

Series 63

Microsoft Office

Spanish fluency

Investment management experience

Educación

College degree or equivalent client service experience

Herramientas

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Descripción del empleo

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