Senior Private Banking Client Service Associate (Spanish)

Downtown Boulder Partnership; Houston (TX); On-site; USD 65,000 - 83,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Senior Client Service Associate for the Latin America Private Bank.

You will maintain and deepen client relationships, serving as the primary contact for service needs, coordinating with advisors, product partners, and operations to deliver integrated private banking solutions. Responsibilities include flawless execution on client requests, adherence to policies and FINRA regulations, cross‑team collaboration, and identifying opportunities to engage

Qualifications

• FINRA Series 7 and Series 63 licenses required.
• 2+ years of experience in the investment management industry.
• Fluent Spanish communication skills (written and verbal).
• Ability to operate effectively in a matrix organization under pressure and tight deadlines.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries, and transactions.
• Adhere to firm controls and FINRA regulations and protect client assets against fraud.
• Collaborate with client-facing teams and internal groups to deliver and execute client transactions.
• Review and identify potential business opportunities for clients to engage in additional products and digital platforms.

Skills

Spanish fluency

Investment management experience

Education

FINRA Series 7 & 63 licenses

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Houston seeks a Senior Client Service Associate for the Latin America Private Bank.

You will maintain and deepen client relationships, serving as the primary contact for service needs, coordinating with advisors, product partners, and operations to deliver integrated private banking solutions. Responsibilities include flawless execution on client requests, adherence to policies and FINRA regulations, cross‑team collaboration, and identifying opportunities to engage