Live opening · Posted 4 days ago

Latin America Private Bank- Client Service Associate

JPMorgan Chase · Houston, TX, United States
Oracle
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At a glance

The key details from the original listing.

Posted 4 days ago
CompanyJPMorgan Chase
LocationHouston, TX, United States
SourceOracle
Listed4 days ago

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About the role

Description supplied by the original job listing.

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; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
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
Preferred qualifications, capabilities, and skills
College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred

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