Description

The Trade and Working Capital Client Service Group manages and facilitates the unique and complex service needs of a global client base. As the LATAM Lead, you will be responsible for leading a team that delivers exceptional service, manages client onboarding and ongoing service requests, and acts as a strategic advisor for complex trade transactions. You will collaborate closely with Relationship Management, Operations, Treasury Management, Sales, and Implementations teams to ensure seamless client experiences and drive business growth.

Core Functional Responsibilities:

• Lead and mentor a team of client service account managers supporting global trade clients
• Serve as the primary escalation point for client onboarding, transactions, and ongoing service requests in the region
• Act as a trade advisor for Letters of Credit, Supply Chain Finance, and other trade finance transactions
• Oversee transaction service queues, resolve escalated client inquiries, and ensure timely follow-up
• Liaise between Relationship, Operations, Treasury Management, Sales, and Implementations teams
• Prioritize team workload to maximize productivity and client satisfaction
• Project a confident and professional presence to clients, colleagues, and senior stakeholders
• Collaborate with technology teams to define business requirements, test new solutions, and drive adoption of innovative tools within service and implementations functions
• Research and resolve complex customer inquiries, prepare documentation, maintain procedures, and manage internal projects

Required Qualifications, Capabilities, and Skills:

• Minimum 7 years of experience in Trade Finance, Letters of Credit, or related fields
• Understanding of emerging technologies in trade finance, including artificial intelligence, machine learning, and their application to operational efficiency and client experience
• Proven leadership experience managing teams in a service or implementations environment
• College degree or equivalent work experience
• Strong focus on client satisfaction and relationship building
• Excellent written and verbal communication skills in English, Spanish, and Portuguese
• Ability to work independently, resolve complex issues, and manage competing priorities
• Demonstrated professional presence and adaptability

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.