Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)
$66k - $102.6kTesting Site - JPMC
Houston, TX, United States and 2 more Job Information Job Identification 210653328 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 08/01/2025, 07:16 PM Locations 1450 Brickell Ave, Miami, FL, 33131, US Job Schedule Full time Job Shift Day Base Pay/Salary Jersey City,NJ $66,000.00-$102,600.00 About Us 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. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Job Description 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 About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr Testing Site - JPMC
- ...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... ...communicate (written and verbal) in Portuguese ~3+ years of experience in the...SeniorPrivatePortuguese language skillsWork at office
$100k - $120k
Client / Corporate: ClientWork Mode: In-OfficeName: Senior Client Service AssociateJob ID: 22245City: HoustonPublished date: 12-Oct-2026State: TexasCountry: United StatesApply: Client Service Associate - Private Wealth ServicesHouston Location, Full-Time PositionOur client...SeniorPrivateFull timeLocal areaFlexible hours- ...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...PrivateWork at office
- ...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 build...PrivateWork at officeLocal area
- ...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...SeniorWork at officeImmediate startVisa sponsorship
- 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...PrivateWork at officeLocal areaWork visa
- ...billion across advisory mandates, private funds, and affiliated entities... ...creativity, and an unwavering client focus. About the Position The... ...role is the face of client service excellence and engagement with... ...Management firm, Private Bank, RIA, Multi-Family Office, Independent...PrivateWork at officeLocal areaWork from homeWorldwide
- 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...PrivateWork at officeLocal area
- ...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...SeniorPrivateLocal area
$127.9k - $291.9k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...dynamic new entrants across Banking and Capital Markets,... .... EY's FSO EDGE Private practice provides comprehensive... ...responsibilities A Senior Services Manager in FSO...SeniorPrivatePrivate practiceSummer holidayLocal areaFlexible hours- ...Registered Wealth Management Client Associate Houston, Texas;Sugar... ...of age. Acknowledge ( Bank of America employees are required to meet... ...investment products and services for individuals, companies,... ...Corp.”). Bank of America Private Bank is a division of Bank...PrivateSeasonal workWork at officeWork from homeShift workDay shift
- ...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...SeniorPrivateFull timeWork at officeLocal areaRemote workMonday to Friday
- ...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...PrivateWork at officeFlexible hoursShift workDay shift
- ...Senior Accountant, Financial Reporting... ...executes comprehensive services for aeroderivative... ...and calculations associated with complex accounting... ..., including bank and other third-party... ...Public or private company industry experience... ...private company clients. Experience with...SeniorPrivateInterim roleWork at officeLocal areaWorldwideWork visa
$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...SeniorPrivateWork experience placementWork at office- ...Private Client Advisor II Houston, Texas To proceed with your... ...of age. Acknowledge ( Bank of America employees are required to meet... ...whether shaped by military service, community college... ...the in-office expectations associated with your role. These expectations...PrivateWork at officeFlexible hoursShift workDay shift
- ...Engineering across the US and Latin America, with a primary focus on... ...represents Liberty with brokers, clients, broker Risk Engineering... ...by developing bespoke client service plans, articulating Liberty’... ...and understand Spanish and/or Portuguese is beneficial, particularly...Portuguese language skillsWork at officeLocal area
- ...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...SeniorPrivate
- ...business with commercial clients, with the... ...clients. Makes and services a wide variety of... ...portfolio for the bank Expand existing client... ...toother bank associates Maintain proper house... ...Market President, Senior Credit Officer, and... ...offer commercial, private banking, consumer,...SeniorPrivate
- ...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...SeniorPrivateFull timeWork at office
- 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...
- DescriptionPosition SummaryThe Insurance Account Specialist supports the service, retention, and growth of the agency's client portfolio by providing administrative, technical, and operational support to Producers, Account Executives, Account Managers, and other team members...SeniorFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through... ...Description Position Summary: The Client Service Associate (CSA) plays a critical role in delivering a first...Work at office
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional...SeniorPrivateTemporary workLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most... ...practice focuses on our clients’ strategic, operational,... ...markets that serve it. Our services are designed to create integrated... ...accounting firm (principal, senior manager) Experience in the...SeniorPrivateFull time- ...Description Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims,...
$171.6k - $338.3k
...team helps guide clients through their most... ...support and advisory services, covering areas... ...strategic buyers and private equity investors... ...and apply to this Senior Manager role today... ...accounting, and tax risks associated with transactions... ...agreements, bank finance agreements...SeniorPrivateLocal areaVisa sponsorship
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