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

JPMorganChase • Houston, TX

3d

About The Position

Join J.P. Morgan’s Latin America Private Bank as a Senior Client Service Associate on a collaborative team dedicated to 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 service-related needs of Private Banking clients. You will work in a complex, fast-paced, team-oriented environment with advisors, product partners, and operations teams to provide a seamless, integrated approach 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.
• Proven 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 skills in Portuguese.
• At least 3 years of experience in the investment management industry.

Nice To Haves

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

Responsibilities

• Provide exceptional client service and flawless execution of 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 needs and identify potential opportunities to engage clients in additional products, services, and the digital platform.

What This Job Offers

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