Example Company
Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
Loading job details
Latin America Private Bank- Client Service Associate (Portuguese Speaking)
- Location
- Houston
- Type
- Full time
- Posted
- 8D AGO
About the role
Join J.P. Morgan’s Latin America Private Bank and become part of a collaborative team dedicated to delivering an exceptional experience to our clients. As a Client Service Associate, you’ll build and deepen client relationships while partnering across the Private Bank to provide seamless service and solutions.
As a 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; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Ability to fluently communicate (written and verbal) in Portuguese
- 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
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
Similar roles
Assistant Relationship Manager, Private BankBarclays Investment Bank · Singapore
Uniformed Armed Associate- Uniform Armed SecuKnightscope
Client Development PartnerLexisNexis · Sydney · MelbourneCustomer Service Coordinator - Service AdvisorRyder Supply Chain Solutions
- Desktop Support AnalystAnaxi
- Product Tester - RefurbishmentFuture Shop is now operated by Best Buy.