Latin America Private Bank- Client Service Associate (Spanish Speaking)
Company: JPMorganChase
Location: Houston
Posted on: April 1, 2026
|
|
|
Job Description:
Description 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. 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 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
Keywords: JPMorganChase, Pasadena , Latin America Private Bank- Client Service Associate (Spanish Speaking), Accounting, Auditing , Houston, Texas
