Latin America Private Bank- Client Service Associate (Spanish Speaking)

JPMorganChase • Houston, TX

3d

About The Position

Join J.P. Morgan’s Latin America Private Bank as a Client Service Associate and help deliver an exceptional client experience. The role is responsible for maintaining, deepening, and enriching client relationships and serving as the primary point of contact for clients’ service-related needs. You will work in a complex, team-oriented, fast-paced environment, partnering with advisors, product partners, operations teams, client-facing teams, and internal business groups to provide seamless service and execute transactions across Private Banking products.

Requirements

• FINRA Securities Industry Essentials, Series 7, and Series 63 licenses are required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
• Ability to operate effectively in a matrix organization and work under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint, and Microsoft Outlook.
• Fluent written and verbal communication in Spanish.

Nice To Haves

• College degree or equivalent client service experience.
• Experience with a wide array of financial products.

Responsibilities

• Provide exceptional client service and accurately execute client requests, inquiries, and transactions, including money movement, security transfers, loan transactions, and escalated research requests.
• Follow and maintain firm control policies and procedures and FINRA regulations, and protect client assets against potential fraud.
• Collaborate with client-facing teams and internal business groups to deliver and execute client transactions.
• Review client needs and identify potential opportunities to engage clients with additional products, services, and digital platforms.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed