More jobs:
Latin America Private Bank - Senior Client Service Associate
Job in
Houston, Harris County, Texas, 77020, USA
Listed on 2026-01-06
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
Category:
Client Service
Job Schedule:
Full time
Posted Date: T03:11:43+00:00
Job Shift:
Base Pay/Salary:
Jersey City,NJ $75,000.00-$95,000.00
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 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.
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 Portuguese
* 3+ 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
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×