at J.P. Morgan
Bulge Bracket Investment BanksPosted 12 days ago
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**Latin America Private Bank Client Service Associate (Spanish Speaking)** Serve as the principal point-of-contact for Private Banking clients, handling requests, transactions, and fraud prevention. Collaborate with advisors and teams to deliver seamless client experiences and identify business opportunities. Key responsibilities include client service, executing transactions, upholding controls, and working with various teams to ensure excellence. Required qualifications: FINRA Series 7 and 63 licenses, Spanish fluency, Microsoft Office Suite proficiency, and 2+ years in investment management. Collaborative, solutions-oriented candidates who deliver premier client service are encouraged to apply.
- 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
- 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 Spanish
- 2+ years of experience in the investment management industry
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
