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

  • Chase
  • 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 Spanish 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

Job Tags

Work at office

Similar Jobs

Wellpath

Psychiatric Nurse Practitioner (NP) Job at Wellpath

 ...Job Description Job Description Overview The Psychiatric Nurse Practitioner provides a full range of psychiatric services to incarcerated patients in accordance with state licensure, collaborative practice requirements, and established policies and procedures... 

Airplus Refrigeration, Inc.

Work From Home - Data Entry Clerk Job at Airplus Refrigeration, Inc.

 ...relevant databases in a timely and accurate manner. You...  ...communication skills and great work ethic. Data entry...  .... Familiarity with home computers and have at...  ...Requirements This is an online work at home position,...  ...access. Full time & Part time telemarketing... 

Partners Bank

Fraud Risk Analyst (Bank) Req #1195 Job at Partners Bank

 ...Fraud-Risk Analyst Department: Compliance Department Reports to: Compliance Officer Supervises : N/A Status: Full Time/ Exempt/ Onsite Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is... 

FasTemps

OPEN INTERVIEWS - HAND BUFFER POSITIONS Job at FasTemps

 ...OPEN INTERVIEWS - HAND BUFFER POSITIONS LOCATION: Fenton, MI (American Machining, 2232 Wiggins Road) DATE: Tuesday, March 31 TIME: 9:30 AM - 12:00 PM POSITION SUMMARY FasTemps Staffing Solutions is hosting open interviews for Hand Buffer positions... 

TravelNurseSource

Travel Nurse RN - OR Circulate - $2,178 per week in Havre, MT Job at TravelNurseSource

 ...Registered Nurse (RN) | OR Circulate Location: Havre, MT Agency: AHS Staffing Pay: $2,178 per week Shift Information: Rotating - 5 days x 8 hours Contract Duration: 14 Weeks Start Date: 10/7/2026 About the Position TravelNurseSource...