Private Bank, Digital Concierge Specialist (Italian Speaking)

Aumni; Scotland; On-site; GBP 55,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking an Associate to own core digital platforms, deliver client support, and mentor junior colleagues in Private Banking. You will liaise with advisors and product partners to deliver a seamless online experience for clients and contribute to digital adoption initiatives and training content.

Full training on Digital Products will be provided. Expect cross-functional collaboration, client-focused problem solving, and opportunities to impact digital delivery across web, mobile,

Qualifications

• Italian language proficiency required; professional English proficiency also required.
• Strong interpersonal, communication, and presentation skills for client interactions and cross-functional teamwork.
• Bachelor's degree preferred (or equivalent practical experience).
• 3–6 years of experience in financial services, client support, digital/customer success, or related role.
• Demonstrated ability to manage client relationships and escalations with minimal supervision.
• Strong proficiency in MS PowerPoint and Excel for preparing internal and client-facing materials.

Responsibilities

• Act as a trusted contact for new and existing clients; promote JP Morgan digital solutions and drive adoption.
• Lead day-to-day client inquiries, including login, authentication, and navigation across web, mobile, and tablet.
• Independently resolve operational, technology, and administrative inquiries related to Private Banking and Digital Products; escalate complex issues.
• Deliver digital demos and tours for prospects and clients to support first-time adoption and ongoing engagement.
• Provide escalated digital troubleshooting and support for clients with complex needs.
• Collect, synthesize, and share client feedback to inform enhancements to digital offerings.

Skills

Italian proficiency

Interpersonal communication

MS PowerPoint

MS Excel

Education

Bachelor's degree preferred

Tools

CRM tools

Ticketing systems

Content Management Platforms

Job description

As an Associate on the team, you will take ownership of core digital platforms, deliver high-quality client support, lead resolution of complex client issues, and mentor junior colleagues as appropriate. You will liaise with advisors, Relationship Partners, product partners, and operations to ensure a seamless, integrated online experience for Private Banking clients. You will also contribute to digital adoption initiatives, process improvements, and training content. Full training on J.P. Morgan Private Banking Digital Products will be provided.

Job Responsibilities

Client Support and Digital Adoption

• Act as a trusted point of contact for new and existing clients by promoting J.P. Morgan digital solutions and driving digital adoption across the client base
• Lead day-to-day client inquiries, including login, authentication, and navigation support across web, mobile, and tablet platforms.
• Independently resolve operational, technology, and administrative inquiries related to Private Banking and Digital Products; elevate only complex or systemic issues as appropriate.
• Deliver digital demos and tours for prospects and existing clients, including high-potential prospects, supporting first-time adoption and ongoing engagement.
• Provide escalated digital troubleshooting and support for existing clients with complex needs.
• Collect, synthesize, and share client feedback to inform enhancements to digital offerings and improve client satisfaction.

Administrative and Operational Support

• Own and manage shared mailboxes; triage, log, prioritize, and route tickets to appropriate queues, ensuring SLAs are met.
• Maintain internal knowledge bases and client-facing FAQs; author and update quick reference guides as features evolve.
• Open, track, and close service tickets with accurate documentation of issues, actions taken, and resolutions.
• Support document collection and operational tasks (e.g., gathering standard forms for digital enrolments, DocuSign and W8 Solicitation workflows).
• Contribute to team projects, process improvements, and onboarding of new joiners.

Required Qualifications, Capabilities, and Skills

• High proficiency in Italian required to support Italian-speaking clients; professional English proficiency required.
• Strong interpersonal, communication, and presentation skills suited to client interactions and cross-functional teamwork.
• Bachelor's degree preferred (or equivalent practical experience).
• 3-6 years of experience in financial services, client support, digital/customer success, or a related role.
• Demonstrated ability to manage client relationships, handle escalations, and work independently with minimal supervision.
• Strong proficiency in MS PowerPoint and Excel for preparing internal and client-facing materials.

Preferred Qualifications

• Experience in online banking, private banking, or wealth management client support.
• Additional language skills (e.g., Spanish, French, German) are highly desirable.
• Familiarity with ticketing systems, CRM tools, and content management platforms.
• Experience contributing to digital adoption campaigns, training delivery, or client onboarding programs.

Working Hours

Hours align with the team supported and typically fall Monday-Friday during standard business hours; flexibility may be required during peak periods.

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.

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. The Digital Concierge Specialist is the primary contact for all online-related needs of Private Banking Clients. This role is responsible for supporting high and ultra-high net worth clients with their digital experience.