Latin America Private Bank - Senior Client Service Associate - Vice President Job at Chase, Houston, TX

OGJjeTNYQmM3ekZlZDFCNmFMdlpHZm9pcXc9PQ==
  • Chase
  • Houston, TX

Job Description

Senior Client Service Associate

If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you!

As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team 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 and services

Required qualifications, capabilities, and skills

  • 5 plus years of client service experience
  • 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
  • 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
Chase

Job Tags

Work at office

Similar Jobs

NIKE

Transportation Inbound ASN Analyst II, NA Job at NIKE

 ...Become a Part of the NIKE, Inc. Team NIKE, Inc. does more than outfit the world's best athletes. It is a place to explore potential, obliterate boundaries and push out the edges of what can be. The company looks for people who can grow, think, dream and create. Its... 

Jackson HealthPros

School Speech Language Pathologist SLP 25-26 SY Job at Jackson HealthPros

 ...Are you a special education SLP seeking a rewarding local role or a school-year contract opportunity in Summerville, SC? Join our team for a school-based assignment where you will provide student-centered speech-language services within a K12 traditional building schedule... 

B and B Maintenance

Bank Office Cleaner Job at B and B Maintenance

Job Type Part-time Description Part Time Evening Cleaning Position Available in Bolivar, Ohio Evening Hours, Flexible Schedule, Bi-Weekly Pay, 5 Hours per Week Typical duties include: Dispose of trash and recyclables, high and low dusting, glass ...

Mediacom Communications

Emma Bowen Summer Internship Job at Mediacom Communications

 ...POSITION: EMMA BOWEN SUMMER INTERNSHIP PROGRAM This summer internship will run from June 1, 2026 - August 7, 2026 This internship...  ...graduate degree in Finance, Accounting, Business Administration, IT/Networking or related field. Must be a current Emma Bowen Fellow to... 

Inside Higher Ed

Copy Editor Job at Inside Higher Ed

Job DescriptionPosition SummaryA Copy Editor is responsible for copy editing student dissertations to ensure that documents adhere to standard grammar and punctuation rules and the formatting requirements developed by both The Chicago School and The American Psychological...