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

JPMorgan Chase & Co. • Houston, TX

4d

About The Position

Join J.P. Morgan’s Latin America Private Bank in a collaborative team focused on delivering an exceptional client experience. The Senior Client Service Associate maintains, deepens, and enriches client relationships and serves as the primary point of contact for Private Banking clients’ service needs. The role operates in a complex, fast-paced, team-oriented environment, partnering with advisors, product partners, and operations teams to provide seamless service and integrated solutions 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.
• Fluent written and verbal communication in Spanish.
• At least 3 years of experience in the investment management industry.
• Proven 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, loan transactions, and escalated research requests.
• Adhere to and maintain the firm’s 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 relationships and identify potential opportunities for clients to engage with additional products, services, and the digital platform.

Benefits

• Competitive total rewards package, with base salary based on role, experience, skill set, and location.
• Eligible roles may receive 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
• Career Level: Senior
• Education Level: No Education Listed