Latin America Private Bank- Client Service Associate Portuguese Speaking jobs at Jpmorgan in United States, Houston
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Houston
53 jobs found
16.07.2025
JPM
JPMorgan JP Morgan Wealth Management - Private Client United States, Texas, Houston
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Manage account opening packages, including document scanning. Coordinate the execution of account opening documents with clients and local custodian banks. Manage record lifecycle and documentation. Set up trading accounts and...
Drive onboarding process, scoping and sizing each Depositary Receipts Program launch and responding to feedback requirements from external and internal clients. Support Sales and Relationship during Request for Proposal responses...
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...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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