Latin America Private Bank- Client Service Associate (Spanish Speaking)
Chase
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 2+ 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 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...Spanish language skillsWork at office
- ...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... ...fluently communicate (written and verbal) in Spanish ~2+ years of experience in the...Spanish language skillsWork at office
- ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...where you will provide exceptional customer service in a dynamic and high-volume environment.... ...production targets, and cross-selling various bank services. You will work closely with a diverse clientele, including Spanish-speaking customers, ensuring their banking needs are...Spanish language skills
- ...Engineering across the US and Latin America, with a primary focus on... ...represents Liberty with brokers, clients, broker Risk Engineering leaders... ...by developing bespoke client service plans, articulating Liberty’s... ...converse in and understand Spanish and/or Portuguese is...Spanish language skillsWork at officeLocal area
- ...Merrill Wealth Management is seeking a dedicated Client Services Associate to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure timely completion of materials, and assist with daily team activities to maintain...
- ...eager to build strong client relationships, we... ...across Mexico, Central America, South America, and... ...Trainee in Global Private Bank within the Latin America team, you will... ...first‑class client service tailored to their unique... ...and fluency in Spanish and/or Portuguese Highly...Full timeTraineeshipSummer workSummer internship
$15 per hour
Your Opportunity Customer Service Representative... ...discretion of the Company. Speak with your recruiter about... ...experience. Bilingual (English/Spanish) is a plus and may be... ...have been named one of America’s Greatest Workplace in... ...will never ask you for banking or other payment...Spanish language skillsHourly payFull timeTemporary workWork at officeLocal area- 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 responsibility for... ...resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address...Flexible hours
- ...Austin to own outbound across Americas (USA, Canada, LATAM). You'll... .... Qualify Well You'll be speaking with heads of trading, refinery... ...B2B SaaS sold into financial services, trading, or commodities ~... .... Secondary language in Spanish or Portuguese. Sparta Commodities...Spanish language skills
- ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...Seasonal workWork at officeWork from homeShift workDay shift
- ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...Seasonal workWork at officeWork from homeShift workDay shift
- ...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 officeRemote workWork from homeFlexible hours
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth... ...BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS... ...helping nearly half of America’s households and...
- ...management systems up-to-date with client information educate clients on account services and capabilities help with the... ...the River Oaks office. As a Client Associate, you’ll be an integral part of... ...manager and the leading universal bank in Switzerland. We also provide diversified...Full timeWork at officeFlexible hours
$18 - $25 per hour
...Required Skills 1. Bilingual Customer Service & Communication Fluent in both Spanish and English (spoken and written).... ...in transformation. We help clients activate ideas and solutions to take... ...of the Fortune 500, across North America, Europe and Asia. As an industry leader...Spanish language skillsContract workTemporary work- ...billing, tuition accounting, cash receipts, banking activities, and financial recordkeeping while providing outstanding customer service to families, corporate partners, vendors,... ...Communicate professionally in English and Spanish when appropriate. Mission and Professional...Spanish language skillsWeekly payWork at office
$21 - $24 per hour
Bilingual Customer Service Representative Location: In Office; Houston, TX Pay: $21-$24 per hour Reports... ...: Office Manager Position Summary Baths of America is seeking a Bilingual Customer Service Representative (Spanish speaking) to manage sales orders from the time a sale...Spanish language skillsHourly payFull timeWork at office- Customer Service Rep # Customer Service RepTX Houston - Houston, TX 77040## OverviewPosition TypeFull TimeJob ShiftFirstEducation... ...Office applications.* English required for U.S.; Spanish and Portuguese required for Latin America.An equivalent combination of education, training, and...Spanish language skillsWork at office
- ...PLS — which stands for People - Location - Service — is a leading retail provider of... ...needs. Although many of our customers have banking relationships, we believe that our customers... ...holidays English fluency is required English/Spanish bilingual is a plus Physical...Spanish language skillsLocal areaFlexible hoursAfternoon shiftEarly shift
- ...Bilingual in English & Spanish We are Lennar, one of... ...homeowners, communities, and associates. Lennar has been... ...relationships with clients and homebuilding associates... ...phase releases, phone banks, and special events.... .... Fluent in Spanish – speaking and writing (preferred...Spanish language skillsWork at officeLocal area
- We are seeking a talented Client Success Advisor to join our digital sales team at Aries Worldwide Logistics, led by our Head of Client... ...a plus, as is familiarity with HubSpot. Fluency in English and Spanish is preferred.Responsibilities:Manage and convert online leads...Spanish language skillsWorldwide
- ...supervision, provide exceptional customer service, involving receipt and payment of cash,... ...customer relationships and recommend bank products and services to support their financial... ...customer base, including a large Spanish speaking population Perform other tasks requested...Spanish language skillsWork experience placementWork at officeFlexible hoursAfternoon shift
$100k - $171.25k
...within State Street Investment Management Americas Wealth International Group. In this role,... ...advisors as well as provide valuable client solutions to assist advisors in growing their... ...while applying creativity Fluent in Spanish is required Salary Range: $100,000 -...Spanish language skillsTemporary workCurrently hiring- ...Customer Service Specialist: (Bilingual Spanish) The Customer Service Specialist is responsible for handling... ...matters. This role supports a client that provides financing for business... ...communicate effectively with Spanish-speaking clients and resolve support requests...Spanish language skillsWork at office
- ...acquiring, building and managing client relationships to considering a... ...where you will help to deliver Bank of America’s core banking, investment solutions... ...of one year of financial services industry or sales experience Spanish speaking Skills Client Experience Branding...Spanish language skillsWork at officeImmediate startMonday to Friday
$70k
...Merchant Services Sales Position At PNC,... ...Partners with Business Banking Relationship... ...preferred. Bilingual Spanish preferred but not... ...Attracts and retains client relationships to... ...all of the risks associated with their business... ...Assessments Spanish Speaking - Preferred Pay...Spanish language skillsFull timeTemporary workPart timeWork experience placementWork at office- ...Bilingual in English & Spanish We are Lennar... ...Communities, and Associates by building quality... ...exceptional customer service, giving back to... ...relationships with clients and homebuilding... ...phase releases, phone banks, and special... ...Fluent in Spanish -Speaking and Writing (preferred...Spanish language skillsLive inWork at officeLocal area
$16 - $17 per hour
...branch performance. Bilingual in English and Spanish required Why Join World Finance... ...financial needs through personal loans, tax services, and credit-building solutions. With over... ...and balance cash, and complete required bank runs to deliver deposits Follow company...Spanish language skillsHourly payWork at officeLocal areaShift work- ...is a global financial services firm that conducts its... ...advice and services to its clients including brokerage,... ...: The WM and U.S. Banks Financial Crimes Risk... ...risk issues associated with higher risk client... ...Access). Fluent in Spanish and/or Portuguese is a...Spanish language skillsFull time
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