Latin America Private Bank- Senior Client Service Associate (Portuguese speaking) jobs in United States
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JPMorganChase · 9 hours ago

Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)

positionHouston, TX
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$75K/yr - $95K/yr
date3+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Senior Client Service Associate will maintain and deepen client relationships, serving as the primary point of contact for service-related needs in a fast-paced environment.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

FINRA licensesPortuguese fluencyMicrosoft Office SuiteInvestment management experienceMatrix organization experience

Required

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

College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2855)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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