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

JPMorganChase • Houston, TX

3d

About The Position

Join J.P. Morgan’s Latin America Private Bank as a Client Service Associate and contribute to a collaborative team focused on delivering an exceptional client experience. The role is responsible for maintaining, deepening, and enriching client relationships and serving as the primary point of contact for Private Banking clients’ service-related needs. Working in a complex, team-oriented, fast-paced environment, the associate partners with advisors, product partners, client-facing teams, and operations teams to deliver seamless service across Private Banking products.

Requirements

• Fluent written and verbal communication in Portuguese.
• 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 work effectively in a matrix organization and under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint, and Microsoft 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, and loan transactions.
• Handle escalated research requests.
• Follow and maintain the firm’s controls 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 in additional products, services, and digital platforms.

What This Job Offers

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