Bulge Bracket Investment Banks

Posted 8 days ago

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**Client Service Associate - Spanish** Support high net worth clients across Latin America, working for a global leader in wealth management. This mid-level role demands 3+ years in financial products, payment movement, or investigations, along with fluency in English and Spanish. Manage client issues, guide team associates, and ensure operational excellence. Key skills required: strong communication, problem-solving, teamwork, and ability to handle competing priorities. Experience in process improvement and automation tools (e.g., Alteryx, Tableau, RPA) is a plus. Shifts are night-time, with a full on-site work setup.

Compensation: Not specified
City: Not specified
Country: Not specified

Full Job Description

Location: National Capital Region, Philippines

Join a global leader in wealth management and make a meaningful impact by supporting high net worth clients across Latin America. At JPMorganChase, you will be part of a dynamic team that values innovation, collaboration, and client satisfaction. This role offers the opportunity to develop your skills in a fast-changing industry while working with experienced professionals. You will help drive operational excellence and contribute to the success of our clients and business. If you are passionate about delivering outstanding service and thrive in a team-oriented environment, this is the role for you.

As a Client Service Associate in the Wealth Management - International Private Banking team, you play a key role in supporting our clients and ensuring seamless execution of payment instructions and transactions. You will work closely with internal partners and clients to resolve inquiries, provide guidance, and deliver high-quality service. We value your expertise and commitment to building strong relationships and driving results. Together, we create a positive impact for our clients and our team.

Job responsibilities:

Initiate and relay payment instructions for clients

Research and resolve client issues through effective communication

Guide and direct client service associates to deliver high-quality service

Manage daily work volumes and ensure timely completion of tasks

Understand and comply with regulations related to products and services

Participate in recruiting efforts and enhance team performance

Share insights in weekly and monthly meetings to drive team success

Provide direction during HR matters, including disciplinary actions

Evaluate team performance using key metrics and provide feedback

Drive successful implementation and maintenance of firm controls and procedures

Lead process improvement initiatives and engagement activities

Required qualifications, capabilities, and skills

College graduate with at least 3 years of experience in financial products, payment movement, or investigations

Experience in payment investigations and money movement

Ability to resolve client issues and provide guidance to team members

Strong communication and interpersonal skills

Efficiently use technology to capture and fulfill client requests

Demonstrate excellent judgment and decision-making abilities

Ability to manage competing priorities and deliver results

Strong analytical and problem-solving skills

Ability to work collaboratively in a team environment

Fluent in Spanish and English

Knowledge of relevant regulations and procedures

Preferred qualifications, capabilities, and skills

Experience with process improvement and project management

Proven leadership abilities and ability to drive change

Ability to handle complex client situations and diffuse conflict diplomatically

Experience with automation tools such as Alteryx, Tableau, RPA, or scripting languages

Strong client focus and commitment to delivering solutions

Ability to adapt to a fast-paced and evolving environment

Experience in providing feedback and coaching to team members

Additional Information:

Shift Schedule: Night Shift
Work Setup: Full Time Onsite

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

Deliver exceptional client service and support for international private banking in a fast-paced, collaborative environment.

Full Job Description