at J.P. Morgan
Bulge Bracket Investment BanksPosted 8 days ago
No clicks
**Senior Client Service Associate (Spanish Speaking) for Latin America Private Bank** Drive exceptional client service as the go-to contact for high-net-worth individuals at J.P. Morgan's Houston, TX office. Manage a portfolio of clients, provide seamless execution on transaction requests, and collaborate cross-functionally to deliver holistic financial solutions. REQUIREMENTS: Proven experience (3+ years) in investment management, fluency in Spanish (written and verbal), FINRA licenses (Series 7, 63, or willing to obtain within 90 days), superior communication skills, proficiency in Microsoft Office Suite, and ability to thrive in a fast-paced matrix environment. Preferred: college degree and experience with diverse financial products.
- Compensation
- Not specified
- City
- Houston
- Country
- United States
Currency: Not specified
Full Job Description
Location: Houston, TX, United States
Join J.P. Morgans Latin America Private Bank and become part of a collaborative team dedicated to delivering an exceptional experience to our clients. As a Client Service Associate, youll build and deepen client relationships while partnering across the Private Bank to provide seamless service and solutions.
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
- Ability to fluently communicate (written and verbal) in Spanish
- 3+ years of experience in the investment management industry
- 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
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
