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

JPMorgan Chase & Co. • Houston, TX

4d

About The Position

The Client Service Associate is part of J.P. Morgan’s Latin America Private Bank and helps maintain, deepen, and enrich client relationships. The role serves as the primary point of contact for Private Banking clients’ service needs, working in a complex, fast-paced, team-oriented environment with advisors, product partners, and operations teams to provide seamless service 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 their start date.
• Fluent written and verbal Portuguese communication skills.
• Ability to work effectively in a matrix organization and under pressure with tight deadlines.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.

Nice To Haves

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

Responsibilities

• Provide exceptional client service and execute client requests, inquiries, and transactions, including money movement, security transfers, loan transactions, and escalated research requests.
• Follow 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 the digital platform.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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