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

JPMorganChase • Houston, TX

3d

About The Position

Join J.P. Morgan’s Latin America Private Bank as a Senior Client Service Associate and help deliver an exceptional client experience. The role focuses on maintaining, deepening, and enriching client relationships, serving as the primary point of contact for Private Banking clients’ service-related needs. You will work 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 communication in Spanish.
• At least 3 years of experience in the investment management industry.
• 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, and loan transactions.
• Handle 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.
• Identify potential opportunities for clients to use additional products, services, and the digital platform.

What This Job Offers

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