Service Advisor Jobs at JPMorganChase with Visa Sponsorship
Service Advisor jobs at JPMorganChase sit at the intersection of client relationships and financial operations, requiring both technical knowledge and communication skills. JPMorganChase has a consistent track record of sponsoring international talent across multiple visa categories for this function, making it a realistic target for qualified visa-dependent job seekers.
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Get Access To All JobsJOB DESCRIPTION
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 Portuguese
- 3+ 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
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
JOB DESCRIPTION
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 Portuguese
- 3+ 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
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
See all Service Advisor Jobs at JPMorganChase
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Get Access To All JobsTips for Finding Service Advisor Jobs at JPMorganChase
Align your credentials to specialty occupation standards
JPMorganChase's Service Advisor roles typically require a degree in finance, business, or a related field. Make sure your transcripts and any foreign credential evaluations clearly reflect that field-specific connection before you apply.
Target JPMorganChase's internal mobility pipeline
JPMorganChase frequently promotes Service Advisors from within its retail and commercial banking divisions. If you're already in a support or analyst role at the firm, an internal transfer can move your sponsorship timeline faster than an external application.
Research which visa category fits your nationality
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for this role. If you're an Australian citizen, the E-3 sidesteps the H-1B lottery entirely. Knowing your category before interviews lets you speak to the process confidently when it comes up.
Confirm E-Verify enrollment before accepting an offer
As a large financial institution, JPMorganChase is enrolled in E-Verify, which is required for lawful employment verification. Confirming this early removes one variable when you're evaluating whether a formal offer will lead to a viable sponsorship filing.
Use Migrate Mate to find active Service Advisor openings
Sponsorship-friendly Service Advisor listings at firms like JPMorganChase aren't always easy to filter for on general job boards. Use Migrate Mate to search roles specifically vetted for visa sponsorship so you're applying where it counts.
Prepare for PERM timing if pursuing permanent residence
JPMorganChase sponsors EB-2 and EB-3 Green Cards for qualifying roles, but PERM labor certification can take well over a year. Ask your recruiter about the firm's typical timeline from H-1B approval to Green Card initiation so you're not caught off guard.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Service Advisors?
Yes, JPMorganChase sponsors H-1B visas for Service Advisor roles. The firm has a consistent pattern of filing petitions for this function across its banking and financial services divisions. Because JPMorganChase qualifies as a large employer, H-1B cap-subject petitions go through the annual USCIS lottery, so timing your application cycle around the March registration window matters.
How do I apply for Service Advisor jobs at JPMorganChase?
You can find Service Advisor openings through JPMorganChase's careers portal or through Migrate Mate, which filters roles by visa sponsorship eligibility. When applying, tailor your resume to highlight client-facing financial experience and any relevant licensing such as Series 6 or Series 7, since JPMorganChase frequently lists these as preferred qualifications for Service Advisor candidates.
Which visa types does JPMorganChase commonly use for Service Advisor roles?
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for Service Advisor positions, as well as employment-based Green Cards through the EB-2 and EB-3 categories. Australian citizens can pursue the E-3 visa route, which has no lottery and a dedicated annual allocation. H-1B1 is available to Chilean and Singaporean nationals under their respective free trade agreements with the U.S.
What qualifications does JPMorganChase expect for Service Advisor candidates?
JPMorganChase typically looks for a bachelor's degree in finance, business administration, or a closely related field for Service Advisor roles, which also supports the specialty occupation requirement for visa sponsorship. Relevant experience in client advisory, wealth management, or retail banking is weighted heavily. Securities licensing such as Series 6, Series 7, or Series 66 strengthens your application significantly.
How do I plan around visa processing timelines when targeting a Service Advisor role at JPMorganChase?
If you need an H-1B, the cap registration window opens in March each year and employment can begin no earlier than October 1 of the same year. USCIS premium processing can reduce the adjudication period to around 15 business days once a petition is filed. Build at least six months of lead time into your job search to account for offer negotiations, LCA certification with the DOL, and petition preparation.