Spanish-Speaking Private Banking Client Associate

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

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Houston seeks a Senior Client Service Associate to manage client relationships within the Latin America Private Bank. This position entails exceptional client service, working with teams to fulfill complex requests, and requires relevant licenses and 2+ years in investment management. The ideal candidate must be bilingual in Spanish and proficient in Microsoft Office. Our organization offers competitive compensation and a robust benefits package.

Qualifications

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

Responsibilities

• Provide exceptional client service on requests and transactions.
• Adhere to policies and protect client assets.
• Collaborate with client-facing teams to execute transactions.

Skills

Bilingual in Spanish

Client service experience

Ability to work under pressure

Proficiency in Microsoft Office

Education

College degree or equivalent experience

Tools

Microsoft Office Suite

Job description

A leading financial institution in Houston seeks a Senior Client Service Associate to manage client relationships within the Latin America Private Bank. This position entails exceptional client service, working with teams to fulfill complex requests, and requires relevant licenses and 2+ years in investment management. The ideal candidate must be bilingual in Spanish and proficient in Microsoft Office. Our organization offers competitive compensation and a robust benefits package.