Spanish-Speaking LA Private Banking Client Service Pro

Aumni; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

J.P. Morgan is seeking a Client Service Associate for its Latin America Private Bank division in Houston. This role involves maintaining and enhancing client relationships while ensuring smooth execution of service-related requests. Ideal candidates are required to possess FINRA licenses, have at least 2 years of experience in investment management, and be fluent in Spanish. Proficiency in Microsoft Office Suite is essential. The position promotes a diverse workplace.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses are required.
• 2+ years of experience in the investment management industry.
• Proven ability to operate effectively in a matrix organization.

Responsibilities

• Provide exceptional client service and execution on requests and transactions.
• Collaborate with teams to deliver and execute client transactions.
• Identify business opportunities for additional products and services.

Skills

Client service skills

Ability to communicate in Spanish

Ability to work under pressure

Proficiency with Microsoft Office Suite

Education

College degree or equivalent experience

Tools

Microsoft Outlook

Job description

J.P. Morgan is seeking a Client Service Associate for its Latin America Private Bank division in Houston. This role involves maintaining and enhancing client relationships while ensuring smooth execution of service-related requests. Ideal candidates are required to possess FINRA licenses, have at least 2 years of experience in investment management, and be fluent in Spanish. Proficiency in Microsoft Office Suite is essential. The position promotes a diverse workplace.