Latin America Private Bank- Client Service Associate (Spanish Speaking)
Hackajob
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
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
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.
Hackajob- ...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...SuggestedWork at office
- ...Business Development Manager to lead their Latin America strategy. The role requires extensive... ...business development experience, fluency in Spanish or Portuguese, and strong communication... ...will develop market strategies, enhance client relationships, and drive business growth...SuggestedFull time
- ...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... ...skills Bilingual in Spanish Skills: Account...Spanish language skillsSeasonal workWork at officeWork from homeShift workDay shift
- ...Business Development Manager – Latin America We are looking to hire a... ...integrating insights into services and client solutions. Foster collaboration... ...thought leadership, speaking engagements, and participation... ...experience preferred. Fluency in Spanish or Portuguese is required....SuggestedFull timeWork at office3 days per week
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is... ...for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving...SuggestedWork at office
- ...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 small...
- ...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
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...markets, asset management, banking and other services to...Work experience placementWork at office
$80k - $120k
Wealth Management Associate / Client Service Associate (RIA) Location: Houston, TX (Galleria Area, On... ...Our client is a Houston-based boutique private wealth management firm overseeing... ...client records, including beneficiaries, banking information, and contact details...- ...Job Title : Senior Crude Trader - Latin Americas Location : Houston, TX, USA Job Reference #: 32148 Employment Type : Permanent... ...a strong emphasis on the Latin American crude oil market. Spanish language skills are highly desirable. Strong understanding...Spanish language skillsLong term contractPermanent employmentFull timeWork at officeHome officeVisa sponsorshipWork visaFlexible hours
- ...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
- As a Private Client Investment Associate Team Leader within JPMorgan Wealth Management,... ...to deliver top-tier client service.Spearhead projects that drive... ...Management or Consumer Banking.Chase is a leading financial... ..., helping nearly half of America’s households and small...
- ...range of products and services to meet the financial needs of its clients from retail lending, captive... ...to cash management, private banking, and payment processing... ...industry Bilingual Spanish a Plus About Us... ...helping nearly half of America’s households and small...Spanish language skills
- DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement... ...Site for more details.Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the...Full timeWork at officeRemote workWork from homeFlexible hours
- ...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...Full timeTraineeshipSummer workSummer internshipImmediate start
- 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
- ...office) to own outbound across Americas (USA, Canada, LATAM). You'll... .... Qualify well. You'll be speaking with heads of trading,... ...B2B SaaS sold into financial services, trading, or commodities A track... ...shipping. Secondary language in Spanish or Portuguese. Sparta Commodities...Spanish language skillsWork at office2 days per week3 days per week
- ...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 institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...investment insights of Merrill coupled with the banking convenience of the company. Merrill is...Seasonal workWork at office
- ...developed by Grupo Pisa, Latin America's premier... ...ourselves on fostering a service‑oriented culture that... ...direct contact with the client for sales order management... ...preferred. Relevant Associate's or bachelor's degree... ...be fluent in English, Spanish strongly preferred. The...Spanish language skills
- ...Mexico, Caribbean, Central America, South America, with... ...to ensure regular client visits and effective prospecting... ...). Bilingual in Spanish required. Portuguese a... ...delivering exceptional customer service and exceeding sales... ...of the fastest growing private companies in the U.S....Spanish language skills
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account... ...of resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address product/service...Flexible hours
- ...growing business environment. Bilingual fluency in English and Spanish is required for this position. Key Responsibilities Manage... ..., accounts payable, accounts receivable, journal entries, and bank reconciliations. Support and coordinate payroll-related accounting...Spanish language skills
$41.9k
...At Regions, we believe associates deserve more than just... ...safeguard and protect private and personally... ...At Regions, the Loan Servicing Account Solutions Specialist... ...Must be fluent in both Spanish and English. Training... ...discretion of the company. #J-18808-Ljbffr Regions BankSpanish language skillsFull timeRemote workWork from homeMonday to FridayFlexible hoursShift workNight shiftAfternoon shift2 days per week- ...Customer Service Representative PLS Overview: Why PLS? Because You Deserve Better! PLSwhich... .... Although many of our customers have banking relationships, we believe that our... ...English fluency is required English/Spanish bilingual is a plus Physical Requirements...Spanish language skillsLocal areaFlexible hoursAfternoon shiftEarly shift
- Future Opening: Insurance and Financial Services Position - State Farm Agent Team Member... ...Knowledge of health products Bilingual - Spanish preferred If you are motivated to succeed... .... Relationship Executive- Mid-Corporate Banking - Executive Director Commercial Lending...Spanish language skillsFull timeFor contractorsWork at officeRelocation
- ...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...Spanish language skillsWeekly payFull timeWork at office
- ...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
$95k - $120k
...fluent in English and Spanish (reading, writing, and speaking) to join the Global... ...for the US and Latin America and Caribbean businesses... ...message to ensure client understanding and... ...experience (private or public) or corporate... ...AffairsAIG Employee Services, Inc.SummaryLocation...Spanish language skillsFull time- ...Customer Service RepresentativeUnder direct supervision, provide exceptional customer service... ...customer relationships and recommend bank products and services to support their... ...diverse customer base, including a large Spanish speaking population. Perform other tasks...Spanish language skillsWork experience placementWork at officeFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Latin America Private Bank- Client Service Associate (Spanish Speaking). Be the first to apply!
- client relationship associate Houston, TX
- client services associate Houston, TX
- client solutions associate Houston, TX
- client account associate Houston, TX
- client success associate Houston, TX
- registered client associate Houston, TX
- client engagement associate Houston, TX
- corporate banking associate Houston, TX
- bankers life Houston, TX
- associate banker Houston, TX


