at J.P. Morgan
Bulge Bracket Investment BanksPosted 5 days ago
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**Latin America Private Bank Client Service Associate (Portuguese Speaking) in Houston, TX** As a Senior Client Service Associate, you'll maintain and deepen client relationships in the Latin America Private Bank at J.P. Morgan. You'll be the primary point of contact, managing client requests, ensuring flawless execution, and collaborating with internal teams. Key responsibilities include exceptional client service, adhering to controls policies, fraud asset protection, and identifying business opportunities. Required skills include FINRA licenses (Series 7 and 63), proven matrix organization experience, Microsoft Office Suite proficiency, and fluency in Portuguese. Preferred qualifications include a degree or equivalent experience and broad financial product knowledge. Join J.P. Morgan and deliver premier client service in a collaborative, solutions-oriented environment.
- Compensation
- Not specified
- City
- Houston
- Country
- United States
Currency: Not specified
Full Job Description
Location: Houston, TX, United States
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
- Adhere to and maintain the firms controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform
Required qualifications, capabilities, and skills
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- Ability to fluently communicate (written and verbal) in Portuguese
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
