Latin America Private Bank - Senior Client Service Associate
$75k - $95kJPMorgan Chase & Co.
Houston, TX, United States and 2 more Job Identification 210690990 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 12/03/2025, 03:11 AM Locations 600 Travis St, Houston, TX, 77002, US 575 Washington Blvd, Jersey City, NJ, 07310, US 1450 Brickell Ave, Miami, FL, 33131, US Job Schedule Full time Base Pay/Salary Jersey City,NJ $75,000.00-$95,000.00 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 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 ourFAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans 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 JPMorgan Chase & Co.
- ...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...SeniorPrivateWork at office
$65k - $83k
J.P. Morgan seeks a Senior Client Service Associate in Houston, TX, to maintain and deepen client relationships in the Latin America Private Bank. The role involves serving as the primary contact for clients, ensuring exceptional service, and collaborating with various...SeniorPrivate- JPMorgan Chase & Co. is seeking a Senior Client Service Associate to join its Latin America Private Bank team in Houston, TX. The associate will be responsible for maintaining and enriching client relationships, serving as the primary point of contact for all service-related...SeniorPrivateBank staff
- ...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
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- ...Client Service Associate I Join our dynamic team as a Client Service Associate... ...our mission to elevate our Latin American client experience.... ...derivatives lifecycle management, bank loans, and Liquidity... ...connections with clients in Latin America Understanding cultural...
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$80k - $100k
...Job description: Client Service Associate (RIA) Houston, TX (Galleria area, On-site) Wealth Management... ...client is a Houston-based, boutique private wealth management firm overseeing over... ...records, including beneficiaries, banking details, and contact information Prepare...Private- Bank of America seeks a client service support professional in Houston, Texas, for Merrill Wealth Management. This role involves educating clients on banking services and ensuring the accuracy and completeness of client interactions. The candidate should hold necessary...PrivateWork at office
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$65k - $85k
...Since 1973, East West Bank has served as a... ...and media, private equity and venture... ...businesses and expand our associates’ potential for... ...business needs. New Client Intake & Vetting (... ...in products, services, or activities Prepare... ...effectively with senior internal stakeholders...SeniorPrivateWork at office- ...Description Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct... ...resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address...SeniorFlexible hours
- TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities...PrivateWork at office
- J.P. Morgan is seeking a Client Service Associate for its Latin America Private Bank division in Houston. This role involves maintaining and enhancing client relationships while ensuring smooth execution of service-related requests. Ideal candidates are required to possess...PrivateWork at office
- ...Client Service Associate I Join our dynamic team as a Client Service Associate... ...our mission to elevate our Latin American client experience.... ...derivatives lifecycle management, bank loans, and Liquidity... ...connections with clients in Latin America Understanding cultural...
- First Horizon Bank in Houston, Texas, is seeking a Private Client Relationship Manager to provide business depository, treasury management, and lending solutions... ...years of experience in Private Banking or Financial Services, along with a Bachelor's Degree. The successful...SeniorPrivateLocal area
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- LW - Client Service Associate Manager page is loaded## LW - Client Service Associate Managerremote type: Officelocations: Houston, TXtime type: Full... ...for more details.**Note to Agency Recruiters:**Huntington Bank will not pay a fee for any placement resulting from the...Work at officeRemote workWork from homeFlexible hours
- Bank of America in Houston is seeking a motivated Client Service Associate for Merrill Wealth Management. The role involves delivering excellent client support to Financial Advisors and ensuring alignment with bank policy. Candidates should demonstrate a client-centric...
- ...Registered Client Service Associate Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
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- ...scale that works for our clients, with highly... ...recently named Best Regional Bank in 2024 by Bankrate and... ...of influence), associations, and community activities... ...relationship and customer service associates. The duties... ...least seven years in private banking preferred. Bachelor...SeniorPrivateImmediate startDay shift
- ...culture. Global Banking and Markets... ...platform in the US and Latin America, operating globally... ...presence provides our clients an important... ...management products and services relevant to the... ...to senior management and other... ...wealth management and private banking, corporate...SeniorPrivateLocal areaRemote workFlexible hours
$127.9k - $291.9k
...world. Tax - Business Tax Services Private Tax EDGE - Financial Services Organization - Senior Manager The opportunity... ...side by side with a range of clients from our most venerable institutions... ...dynamic new entrants across Banking and Capital Markets, Wealth...SeniorPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours- Bank of America is seeking to fill a client service support role within its Merrill Wealth Management division in Houston, Texas. This position focuses on delivering excellent client service and supporting Financial Advisors to meet clients' needs through effective communication...
- ...self-starter with a passion for client service, the desire to work closely... ..., investment management, banking and comprehensive advice to a... ...data and design. Goldman Sachs Private Wealth Management (PWM) specializes... ...172065 Job Category Senior Analyst Posting Date 05/13/20...SeniorPrivateLocal area
- ...Job Description Job Description Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently...Work at office
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- ...Description Responsible for acquiring new clients, deepening client relationships,... ...access to the full array of Private Bank capabilities and services. Ensure client retention and comply... ...Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr...PrivateShift workDay shift
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