Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Latin America Private Bank - Senior Client Service Associate

Chase

Senior Client Service AssociateAs 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 responsibilitiesProvide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requestsAdhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activitiesCollaborate with respective client facing teams and internal business groups to deliver and execute client transactionsReview and identify potential business opportunities for clients to engage in additional products, services, and digital platform.Required qualifications, capabilities, and skillsFINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the positionProven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlinesProficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft OutlookAbility to fluently communicate (written and verbal) in Spanish3+ years of experience in the investment management industryPreferred qualifications, capabilities, and skillsCollege degree or equivalent client service experience preferredExperience with a wide array of financial products preferred

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Latin America Private Bank - Senior Client Service Associate in Houston, TX vacancy
  •  ...Senior Client Service AssociateAs 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... 
    Senior
    Private
    Work at office

    hackajob

    Houston, TX
    4 days ago
  • $100k - $120k

     ...Senior Client Service Associate Our client is an independent wealth advisory firm serving a select group of families, executives, business owners...  ...will include: Partner with Wealth Advisors and senior Private Wealth Services professionals to support the ongoing... 
    Senior
    Private
    Local area
    Flexible hours

    Insperity

    Houston, TX
    2 days ago
  •  ...you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client... 
    Private
    Work at office

    Testing Site - JPMC

    Houston, TX
    2 days ago
  •  ...Client Service AssociateAt PNC, our people are our greatest differentiator and competitive...  ...'s success. As a Client Service Associate within PNC's Private Bank organization, you will be based in...  ...servicing issues as necessary to senior leadership. Communicates with internal... 
    Private
    Work at office

    PNC

    Houston, TX
    4 days ago
  •  ...Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Private
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Houston, TX
    2 days ago
  •  ...institutional investors, private wealth clients and financial...  ...personalized, high-touch service with discretion, precision...  ...deeply personalized. The Senior Client Service Associate provides a white-glove,...  ...care. Oversee day-to-day banking transactions, investment... 
    Senior
    Work at office
    Immediate start
    Visa sponsorship

    Westwood Holdings Group, Inc.

    Houston, TX
    4 days ago
  • Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading... 
    Private
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Houston, TX
    4 days ago
  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Private
    Work at office
    Local area

    Morgan Stanley

    Houston, TX
    3 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Private
    Work at office
    Local area

    Morgan Stanley

    Houston, TX
    5 days ago
  •  ...Unlock your potential as a Client Associate at J.P. Morgan...  ...exceptional wealth management services to ultra-high net...  ...fixed income trades and private investments Provide...  ...liabilities planning, banking & lending solutions,...  ...helping nearly half of America’s households and small... 
    Senior
    Private
    Local area

    JPMorgan Chase & Co.

    Houston, TX
    7 days ago
  •  ...Client Service Team Manager Responsible for managing the firm's Client Service team, including its staff, daily operations, as well as...  ...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Houston, TX
    1 day ago
  • Bank of America’s Merrill Wealth Management team seeks a dedicated professional to deliver superior client service to Financial Advisors and their clients. The role focuses on addressing service needs, educating clients on the bank’s offerings, and maintaining strong,... 

    Bank of America

    Houston, TX
    5 days ago
  •  ...firms, is looking for a Deal Advisory Services Senior Associate to join our team!The Deal Advisory Services...  ...related to mergers & acquisitions by private equity investors and corporate buyers....  ...for planning and executing client engagements, supervising and training... 
    Senior
    Private
    Full time
    Work at office
    Local area
    Remote work
    Monday to Friday

    Whitley Penn

    Houston, TX
    6 days ago
  •  ...Senior Director - New Business Sales in Financial Services North Americas Remote within USA - Work from anywhere...  ...footprint across new client accounts in the...  ...Cards and Payments ~ Banks ~ Capital Markets,...  ...industry bodies and associations like the Outsourcing... 
    Senior
    H1b
    Work at office
    Local area
    Remote work
    Work from home

    Infosys BPM

    Houston, TX
    5 days ago
  •  ...that works for our clients, with highly...  ...named Best Regional Bank in 2024 by Bankrate...  ...centers of influence), associations, and community...  ...relationship and customer service associates....  ...least five years in private banking preferred....  ...inaugural list of America’s Most Trusted... 
    Private
    Immediate start
    Day shift

    Texas Capital Bank

    Houston, TX
    3 days ago
  •  ...Senior Analyst, Account Administration and Billing - MCM OperationsJoin...  ...Scotiabank is a leading bank in the Americas. Guided by our purpose: "for...  ...of advice, products and services, including personal and commercial...  ..., wealth management and private banking, corporate and... 
    Senior
    Private
    Local area

    Scotiabank

    Houston, TX
    5 days ago
  • $10 per hour

     ...advice to your clients, then a role as...  ...Relationship Manager Senior (BRM) Deepening...  ...in Business Banking, you'll be...  ...Management and Private Bank to identify...  ...of products and services; follow up with...  ...of clients with associated risks and...  ...nearly half of America's households and... 
    Senior
    Private
    Work experience placement
    Work at office

    JPMorgan Chase

    Houston, TX
    3 days ago
  •  ...Client AssociateUnlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the...  ...wealth management services to ultra-high net worth...  ...fixed income trades and private investmentsProvide support...  ...liabilities planning, banking & lending solutions, mortgages... 
    Senior
    Private
    Local area

    Chase

    Houston, TX
    6 hours ago
  • Job Description At Bank of America, we are guided by a common purpose to...  ...Growth and delivering for our clients, teammates, communities and...  ...whether shaped by military service, community college education...  ...access to the full array of Private Bank and the bank's capabilities... 
    Private
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Houston, TX
    4 days ago
  • $70k - $90k

     ...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin...  ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar... 

    Vodia Ventures

    Houston, TX
    2 days ago
  •  ...a leading professional services advisor to middle-market...  ...actionable insights to help clients anticipate what is next...  ...services to public and private companies of all sizes...  ...businesses across North America.The Business Process Audit Senior Associate works as a member of the... 
    Senior
    Private

    CBIZ

    Houston, TX
    4 days ago
  •  ...Jackson Hewitt Inc. is seeking a Seasonal Client Service Associate in Houston to welcome clients, start intake, scan tax documents, and perform data entry while supporting Tax Pros to deliver exceptional service. You’ll schedule appointments, answer calls, and help... 
    Seasonal work
    Flexible hours

    Jackson Hewitt

    Houston, TX
    5 days ago
  •  ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and... 

    TradeJobsWorkforce

    Houston, TX
    10 hours ago
  • $75k - $80k

     ...partnering with a well-establishedlaw firm to find a Legal Client Services Associate ! This person will provide top notch support to assigned...  ...•Company paid parking • Fun office events, parties, etc. Seniority level Seniority level Associate Employment type Employment... 
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Remote work
    Day shift
    Afternoon shift

    The HT Group

    Houston, TX
    3 days ago
  •  ...Jackson Hewitt is hiring a Seasonal Client Service Associate to welcome clients, start intake, manage documents, data entry, schedule appointments, answer phones, and support tax professionals in a busy office environment. No experience required and paid training provided... 
    Seasonal work
    Work at office
    Flexible hours

    Jackson Hewitt

    Houston, TX
    5 days ago
  •  ...Client Service AssociateCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services...  ...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... 
    Work experience placement
    Work at office

    Raymond James

    Houston, TX
    8 hours ago
  •  ...Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: #1. Make...  ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness. Qualifications... 
    Remote work
    Work from home

    AO Garcia Agency

    Houston, TX
    1 day ago
  •  ...impact on the lives of your clients with a firm that puts...  ...and outside of the bank. You will enjoy the support...  ...and advice-based service offering to all stakeholders...  ..., communities and associates unlock their full potential...  ...offer commercial, private banking, consumer, small... 
    Senior
    Private
    Full time
    Work at office

    First-Horizon-Bank

    Houston, TX
    3 days ago
  •  ...Citigroup Inc. in Houston seeks a Senior Private Banker to lead UHNW client relationships within Citi Private Bank. The role demands deep industry knowledge, strategic advisory skills, and the ability to coordinate cross-functional teams to deliver bespoke wealth solutions... 
    Senior
    Private

    Citigroup Inc

    Houston, TX
    2 days ago
  • A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client... 

    PowerToFly

    Houston, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Latin America Private Bank - Senior Client Service Associate. Be the first to apply!