JPMorgan Chase

Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)

Full-time · Houston, TX
✓ Verified live on the employer's own system · added 373 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

License: Series, Series 63, Series 7

Skills & tools

Customer ServiceOperationsSecurityInsurance LicenseMS OfficeExcelManagement
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Full job description

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.

  • 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 firm’s 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.
  • 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 Portuguese
  • 3+ years of experience in the investment management industry
  • College degree or equivalent client service experience preferred
  • Experience with a wide array of financial products preferred

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This posting was published by JPMorgan Chase on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.