Latin America Private Bank - Senior Client Service Associate Job at Houston Staffing, Houston, TX

azJUQysvZE12dUpqQXNtZjVCdExPblB3UFE9PQ==
  • Houston Staffing
  • Houston, TX

Job Description

Senior Client Service Associate

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

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.

Base Pay/Salary Jersey City, NJ $75,000.00 - $95,000.00

Job Tags

Work at office,

Similar Jobs

Dutch Bros Coffee

Commercial Designer Job at Dutch Bros Coffee

 ...a difference one cup at a time. Position Overview The Designer II will be responsible for the completion and the review of site...  ...understanding of spoken information, including participating in virtual meetings and phone calls. Use of hearing aids or other... 

Jewish Board of Family and Children's Services

Certified Recovery Peer Advocate Job at Jewish Board of Family and Children's Services

 ...Foster and maintain cooperative and collaborative relationships with onsite multidisciplinary team as well as community providers Advocate with and for program clients to achieve personal goals and address barriers such as fear, stigma and communication disparities... 

RIE Coatings LLC

EHS Specialist Job at RIE Coatings LLC

 ...leading metal finishing company located in Albuquerque, NM , is seeking a skilled and experienced Environmental, Health, and Safety (EHS) Specialist . This position plays a critical role in advancing our current and future EHS programs across three locations while... 

The Carrera Agency

Senior UX UI Designer Job at The Carrera Agency

 ...Job Description This is an exceptional opportunity for an experienced UX/UI Designer to make a significant impact on a comprehensive digital ecosystem spanning informational sites and interactive guest experiences. You'll work on high-visibility projects in the entertainment... 

AIT Worldwide Logistics

Senior Global Forward Staging Delivery Manager Job at AIT Worldwide Logistics

 ...A leading logistics provider in Austin, Texas, is seeking a Forward Staging Service Delivery Manager to oversee operations for data center locations. The ideal candidate will have at least 6 years of experience in service delivery and logistics. Responsibilities include...