Latin America Private Bank- Client Service Associate (Spanish Speaking)
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 Spanish2+ 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 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... ...fluently communicate (written and verbal) in Spanish ~2+ years of experience in the...Spanish language skillsWork at office
$205k - $240k
...expertise across public and private markets. We invest our clients' capital across a... ...s Client Management Americas team partners with... ...companies, banks, foundations, single... ...Management Americas, the Latin America & Caribbean... ...activities conducted in both Spanish and English. The...Spanish language skillsFlexible hours- PIMCO Ltd. - Pacific Investment Management Company seeks an Account Manager, Latin America, to deepen relationships with institutional investors across LATAM, including pension funds, central banks, and insurance companies. The role is based in New York, NY or Miami, FL,...Suggested
$87k - $93k
...expertise across public and private markets. We invest our clients’ capital across a range... ...Channel Marketing Associate for Latin America. This role will help translate... ...fluency in English and Spanish, written and spoken, is... ...discipline. Financial services or asset management...Spanish language skillsLocal areaImmediate startFlexible hours$24.88 per hour
...Bilingual Wholesale Representative fluent in English and Spanish to enhance client relations and drive sales growth. This full-time position... ...engaging with customers, generating leads, and traveling to Latin America to foster connections. The ideal candidate will possess a...Spanish language skillsFull time- BCG Attorney Search is seeking an M&A Associate for its Cross Border M&A Team in Miami.... ...corporate governance matters, with fluency in Spanish. Responsibilities include drafting and... ...on structuring across the US and Latin America. The role emphasizes cross-border collaboration...
- ...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-...Spanish language skillsSeasonal workWork at officeWork from homeShift workDay shift
- Bank of America in Miami, FL is seeking a Private Bank Administrative Support Specialist to provide confidential admin support to the Client Management Executive, handling account openings, asset transfers... ...at least 1 year in financial services, strong communication, and a...
- ...financial institution in Miami is seeking aClient Services Associateto support clients and internal teams in a fast-paced banking environment. The ideal candidate will have... ...approach, andfluency in both English and Spanish. Responsibilities: Serve as a primary point...Spanish language skillsContract workWork at officeMonday to Friday
$125k - $145k
...organization seeks a Senior Regional Program Manager to lead programs in Latin America and the Caribbean. This role requires extensive experience in fragile environments, fluency in English and Spanish, and proven ability to engage with diverse stakeholders. The position...Remote job- Treaty Reinsurance Associate (Latin America & Caribbean) Miami, Florida, United... ...delivering excellent service to clients, giving back to our communities... ...preferred Proficiency in Spanish or Portuguese preferred... ...Lockton Lockton is the largest privately held independent insurance...Spanish language skillsContract work
- MJ Boyd Consulting LLC in Miami, FL seeks a Client Services Associate to support clients and internal teams in a fast-paced banking environment. The ideal candidate will be fluent in both English and Spanish and possess strong communication and organizational skills. The...Spanish language skills
- ...provides financial services to individuals and... ...and personalized client experience and, with... ...the third largest privately owned bank in Chile and it... ...Registered Client Service Associate will be supporting... ...to understand, speak, read and write English and Spanish Ability to...Spanish language skillsWork experience placementHome officeAfternoon shift
- ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ...Merrill coupled with the banking convenience of Bank of America. Merrill is committed... ...Bilingual English and Spanish Has experience working...Spanish language skillsSeasonal workWork at officeWork from homeShift workDay shift
- ...markets. Candidates must have at least 10 years of experience in Latin America, particularly in the Caribbean sector, with proven... ...will have strong negotiation skills, be bilingual in English and Spanish, and possess technical knowledge in reinsurance practices. Join...Spanish language skills
- Talento, Inc. in Miami is seeking an AVP, Private Banker to manage a portfolio of high-net-worth clients with private banking and investment advisory needs. You will lead relationship... ...Series 66 preferred, and bilingual English/Spanish. Travel and after-hours flexibility may be...Spanish language skills
$179.3k - $313.7k
.... Job Description The Senior Director, Real Estate, Latin America & Caribbean (LAC) sets and executes Visa’s corporate real estate... ...in a dynamic, multicultural environment. Fluency in Spanish and English is required. Key Responsibilities: Regional...Work experience placementWork at officeLocal area- ...Description: Job Description: Service Advisor will be main point of contact for Latin America and multi-national corporations... ...and effective support on client's queries, wire investigations,... ...written and spoken English and Spanish Skills (native speaker or near-...Spanish language skillsWork at officeShift workAfternoon shift
- ...to-end growth, strategy, and delivery for corporate and financial institution clients across Latin America. You will define regional blueprints, partner with Sales, Product, and Corporate Bank, and blend traditional and next-generation capabilities to expand adoption,...
$145 per hour
...Solutions (CMS) businesses in Latin America & Caribbean (LAC). This... ...partners and emerging alternative clients. · Be responsible for all of... ..., and correspondent banking within LAC. · Collaborate with... ..., JD, MD, PhD) - Fluency in Spanish is required; proficiency in Portuguese...Full timeWork experience placementWork at officeLocal area- ...seeking a Cross-Border M&A Associate Attorney with at least 3 years... ...The role involves advising clients on complex domestic and international... ...on the United States, Latin America, and other global markets.... ...will represent public and private companies, private equity sponsors...
$105k
...innovator in the financial services industry and is... ...Country: United States of America It Starts Here:... ...Corporate Investment Banking Associate, FX and Derivatives Middle... ...to the Bank’s clients. In addition to core... ...environments Fluency in Spanish (written and spoken)...Spanish language skillsHourly payFull timeContract workWork experience placementWork at officeShift work- Bank of America in Miami is seeking a customer service professional to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately... .... The role requires bilingual English/Spanish abilities, a strong work ethic, and the ability...Spanish language skillsWeekend work
- Job Description 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... ...and/or Experience Fluent in Spanish High School Diploma/Equivalency College...Spanish language skillsWork at officeLocal areaWork visa
- ...properly and permanently rid the world's banks of legacy technology. To achieve... ...and own commercial growth of our clients located across Latin America. This pivotal role involves driving... ...Requirements: Essential: Spanish fluency. Proven track record in enhancing...Spanish language skillsFlexible hours
- Bci Miami is seeking a Registered Client Service Associate to support Bankers/Financial Advisors and affluent clients in Miami. The role combines client service with sales activity across banking, investments, and credit products. Responsibilities include assisting with...
- ...Client Services Associate Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent client service by handling administrative tasks, account...
- ...work directly with bankers, support high-net-worth client relationships, and gain exposure to a broad range of banking and investment activities. This is an... ...environment where collaboration, ownership, and client service excellence are highly valued. Why This Role Matters...
- ...your potential as a Client Associate at J.P. Morgan... ...wealth management services to ultra-high net... ...trades and private investments Provide... ...liabilities planning, banking & lending... ...situations Bilingual Spanish and English... ...helping nearly half of America’s households and...Spanish language skillsLocal area
- ...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
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