JPMorganChase · 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 expJ.P. Morgan is a leading global financial services firm, and they are seeking a Senior Client Service Associate within their Latin America Private Bank. The role involves maintaining and enriching client relationships, serving as the primary contact for service needs, and collaborating with various teams to ensure seamless execution of client transactions.
Asset ManagementBankingFinancial 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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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