Executive Administrative Assistant - Latin jobs at Jpmorgan in United States, Houston
JPMorgan Market Executive Healthcare Services Mid-Corporate United States, Texas, Houston
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As a USD Treasury Payments Sr Product Associate within Global Clearing, you will have responsibilities across Payments products, specifically responsibilities for Clearing House Settlement and CLS USD Nostro Services.
Job responsibilities
- Supporting all clients discussions and providing RFP responses on CHSS and CLS product inquiries
- Working closely with external clients and partners across LOBs: sales/service, implementation, tech & ops, risk, compliance, legal and other groups to ensure proper due diligence and review prior to presenting to stakeholders
- Ensuring client-facing materials, agreements and internal job aids are accurate, up-to-date and position/protect appropriately
- Identifying and implementing the technical and business requirements to support additional clearinghouses
- Deepening relationships with clearinghouses, CCPs and CLS Bank to ensure information exchange and alignment with strategic initiatives
- Partner with the Product Managers to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
- Considers and plans for upstream and downstream implications of new product features on the overall product experience
- Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
- Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
- Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
- 3+ years of experience or equivalent expertise in product management or a relevant domain area
- Proficient knowledge of the product development life cycle
- Experience in product life cycle activities including discovery and requirements definition
- Developing knowledge of data analytics and data literacy
- Experience in High Value (wire) transfers, Fedwire, ISO 20022
- Experience with Clearinghouse Settlement & CLS
- Knowledge of securities services including custody, transfer agency and other funds services
Preferred qualifications, capabilities, and skills
- Experience in client-facing roles
- Proven track record in risk identification and management
- Demonstrated prior experience working in a highly matrixed, complex organization
- Blend of critical and creative thinking, outstanding communication skills, and ability to inspire and work well with others
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JPMorgan Latin America Private Bank- Client Service Associate Spanish... United States, Texas, Houston
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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
JPMorgan US Private Bank - Banker Vice President Executive Director United States, Texas, Houston
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As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from existing client base and new client acquisition
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect your clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
JPMorgan Relationship Manager Area - Executive Director United States, Texas, Houston
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Job responsibilities
- Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
- Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
- Manage the area’s revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
- Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
- Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
- Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
- Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment
Required qualifications, capabilities, and skills
- Minimum of 7 years’ experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
- Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
- Strong communication skills with individuals at all levels, internally and externally
- Analyze reports, metrics, and other data to identify trends, issues, and opportunities
- Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
- Balance needs of clients with associated risks and interests of the firm, and consistently use a disciplined process to manage time; use time strategically to balance long-term and day-to-day demands of management role
- Travel occasionally for key business and leadership meetings and training
Preferred qualifications, capabilities, and skills:
- Bachelor’s degree in Finance or related field or equivalent work experience
- Prior experience in managing a relationship development team
- Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
JPMorgan Latin America Private Bank - Client Service Manager Vice Pre... United States, Texas, Houston
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Job Responsibilities
- Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
- Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
- Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
- Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
- Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
Required qualifications, capabilities, and skills
- 5+ years of leadership experience
- FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
- Strong leadership and management abilities; must be able to think strategically
- Spanish language proficiency required
Preferred qualifications, capabilities, and skills
- College degree or equivalent preferred
JPMorgan Relationship Executive Multinational Corporations United States, Texas, Houston
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The Multinational Corporation team within the Middle Market space manages JP Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. As a Relationship Executive, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling. Specific calling goals are developed depending upon client portfolio responsibilities.
Job Responsibilities:
- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
- Seven plus years direct lending or credit support related experience, with a focus on business relationships
- Understanding of Commercial Banking products and services
- Knowledge of the local market
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Sales management and business development skills
Preferred Qualifications, Capabilities and Skills:
- Bachelors degree and formal credit training preferred
- Excellent verbal, written and listening communication skills
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive client relationships
JPMorgan Executive Administrative Assistant United States, Texas, Houston
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As an Executive Administrative Assistant within Commercial Banking, you will oversee complex schedules, coordinate travel arrangements, and assist with local events and projects for the business. You may also support activities such as managing office needs, handling client tickets, ensuring compliance, or addressing business travel tax requirements. You will leverage your thought leadership to prioritize tasks, optimize executives' time, and collaborate effectively with colleagues to provide comprehensive on-site support and backup coverage. Additionally, you will engage with key stakeholders in the business and partner with various teams, such as Office Management, to successfully complete projects.
Job Responsibilities:
- Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
- Arrange and coordinate complicated domestic and international travel
- Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
- Provide physical demand required in site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
- Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
- Maintain confidential data, enforce internal controls, and comply with policies and procedures
- Support Catalyst or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards
- Greet clients, distribute packages, restock pantry items, and other floor duties as required. Service oriented.
Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed
Required qualifications, capabilities and skills:
- Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
- Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
- Effective interpersonal skills and excellent communication - confident, organized, and clear
- Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies quickly
- 3+ years of administrative support experience with background in a client facing sales and financial services environment
- Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes
- Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills
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As a USD Treasury Payments Sr Product Associate within Global Clearing, you will have responsibilities across Payments products, specifically responsibilities for Clearing House Settlement and CLS USD Nostro Services.
Job responsibilities
- Supporting all clients discussions and providing RFP responses on CHSS and CLS product inquiries
- Working closely with external clients and partners across LOBs: sales/service, implementation, tech & ops, risk, compliance, legal and other groups to ensure proper due diligence and review prior to presenting to stakeholders
- Ensuring client-facing materials, agreements and internal job aids are accurate, up-to-date and position/protect appropriately
- Identifying and implementing the technical and business requirements to support additional clearinghouses
- Deepening relationships with clearinghouses, CCPs and CLS Bank to ensure information exchange and alignment with strategic initiatives
- Partner with the Product Managers to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
- Considers and plans for upstream and downstream implications of new product features on the overall product experience
- Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
- Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
- Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
- 3+ years of experience or equivalent expertise in product management or a relevant domain area
- Proficient knowledge of the product development life cycle
- Experience in product life cycle activities including discovery and requirements definition
- Developing knowledge of data analytics and data literacy
- Experience in High Value (wire) transfers, Fedwire, ISO 20022
- Experience with Clearinghouse Settlement & CLS
- Knowledge of securities services including custody, transfer agency and other funds services
Preferred qualifications, capabilities, and skills
- Experience in client-facing roles
- Proven track record in risk identification and management
- Demonstrated prior experience working in a highly matrixed, complex organization
- Blend of critical and creative thinking, outstanding communication skills, and ability to inspire and work well with others
These jobs might be a good fit
