Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)
Company: JPMorganChase
Location: Houston
Posted on: April 1, 2026
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Job Description:
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
Keywords: JPMorganChase, Sugar Land , Latin America Private Bank- Senior Client Service Associate (Portuguese speaking), Accounting, Auditing , Houston, Texas
