Chase · 4 months ago
Latin America Private Bank- Client Service Associate (Spanish Speaking)
600 Travis St, Houston, TX, 77002, US
Full-time
Onsite
Mid, Senior Level
2+ years expChase is a leading financial services firm, and they are seeking a Senior Client Service Associate within the Latin America Private Bank. This role involves maintaining and enriching client relationships, serving as the primary contact for service-related needs, and collaborating with various teams to deliver an integrated approach to Private Banking products.
BankingFinancial Services
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
Qualification
Required
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
College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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