Client Service Associate - Spanish

Job Description

Join a global leader in wealth management and make a meaningful impact by supporting high net worth clients across Latin America. At JPMorganChase, you will be part of a dynamic team that values innovation, collaboration, and client satisfaction. This role offers the opportunity to develop your skills in a fast-changing industry while working with experienced professionals. You will help drive operational excellence and contribute to the success of our clients and business. If you are passionate about delivering outstanding service and thrive in a team-oriented environment, this is the role for you.

As a Client Service Associate in the Wealth Management - International Private Banking team, you play a key role in supporting our clients and ensuring seamless execution of payment instructions and transactions. You will work closely with internal partners and clients to resolve inquiries, provide guidance, and deliver high-quality service. We value your expertise and commitment to building strong relationships and driving results. Together, we create a positive impact for our clients and our team.

Job responsibilities:

• Initiate and relay payment instructions for clients
• Research and resolve client issues through effective communication
• Guide and direct client service associates to deliver high-quality service
• Manage daily work volumes and ensure timely completion of tasks
• Understand and comply with regulations related to products and services
• Participate in recruiting efforts and enhance team performance
• Share insights in weekly and monthly meetings to drive team success
• Provide direction during HR matters, including disciplinary actions
• Evaluate team performance using key metrics and provide feedback
• Drive successful implementation and maintenance of firm controls and procedures
• Lead process improvement initiatives and engagement activities

Required qualifications, capabilities, and skills

• College graduate with at least 3 years of experience in financial products, payment movement, or investigations
• Experience in payment investigations and money movement
• Ability to resolve client issues and provide guidance to team members
• Strong communication and interpersonal skills
• Efficiently use technology to capture and fulfill client requests
• Demonstrate excellent judgment and decision-making abilities
• Ability to manage competing priorities and deliver results
• Strong analytical and problem-solving skills
• Ability to work collaboratively in a team environment
• Fluent in Spanish and English
• Knowledge of relevant regulations and procedures

Preferred qualifications, capabilities, and skills

• Experience with process improvement and project management
• Proven leadership abilities and ability to drive change
• Ability to handle complex client situations and diffuse conflict diplomatically
• Experience with automation tools such as Alteryx, Tableau, RPA, or scripting languages
• Strong client focus and commitment to delivering solutions
• Ability to adapt to a fast-paced and evolving environment
• Experience in providing feedback and coaching to team members

Additional Information:

• Shift Schedule: Night Shift
• Work Setup: Full Time Onsite

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.