Latin America Private Bank - Senior Client Service Associate - Vice President

JPMorgan Chase & Co. • Houston, TX

4d

About The Position

The Senior Client Service Associate is part of J.P. Morgan’s Latin America Private Bank and plays a leadership role on a team responsible for maintaining, deepening, and enriching client relationships. The associate serves as the primary point of contact for a Private Banking client’s service-related needs, working in a complex, team-oriented, fast-paced environment with advisors, product partners, and operations teams to provide an 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.
• Fluent written and verbal Spanish communication skills.
• At least 5 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, loan transactions, and escalated research requests.
• Adhere to and maintain firm controls policies and procedures and FINRA regulations, and protect client assets from 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 and services.

Benefits

• Competitive total rewards package, including a base salary determined by 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. Additional benefits and programs are available based on eligibility.

What This Job Offers

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