Latin America Private Bank- Senior Client Service Associate (Portuguese speaking) Job at JPMorgan Chase & Co., Houston, TX

czEzM1p3VVlWMllWQWVUWi9uT1R0cHdYS0E9PQ==
  • JPMorgan Chase & Co.
  • Houston, TX

Job Description

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.

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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Job Tags

Work at office,

Similar Jobs

Peraton

Business Analyst Job at Peraton

 ...About The Role Description Peraton is seeking a mid-level Business Analyst. This position includes responsibilities like gathering...  ...communicating findings to stakeholders. Mid-level BAs also often guide entry-level analysts, present solutions to management, and support... 

Marriott

University Intern-US(Culinary) Job at Marriott

 ...considered for an internship, you must be a current college or university student. Want to join us? Apply now!- marriotthotelinternship...  ...believe that everyone succeeds when they are empowered to be creative, thoughtful and compassionate.Every day, we set the standard... 

Bridge Property Management

Assistant Property Manager Job at Bridge Property Management

 ...continuously refine our workplace practices to support growth, development, and long-term success for all employees. As an Assistant Property Manager , you will play a vital role in helping our community thrive. We encourage applications from individuals of all backgrounds... 

Solar Pros

Solar Sales Consultant (Retail & Field) - Pensacola Job at Solar Pros

 ...solutions Build strong relationships in the local community Represent Solar Pros with professionalism and confidence What We're...  ... Comfortable with in-person customer interaction No experience required. We train you from the ground up. Details Full... 

Univar Solutions

Sales Account Manager I Job at Univar Solutions

 ...This is why we are seeking a driven, curious, relentless, and relationship-focused problem-solver to join our team as a Sales Account Manager in our Maine or New Hampshire location. Our Sales Account Managers are responsible for growing our business with new...