IPB Digital Concierge Specialist

JPMorganChase; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorganChase seeks a Digital Concierge Specialist to join a Private Banking online service team, collaborating with advisors, client service associates, product partners and operations.

The role focuses on managing digital engagement, gifting experiences, and addressing client inquiries across web, mobile and tablet platforms, while identifying opportunities to enhance digital offerings and client satisfaction.

Qualifications

• Bachelor's degree required.
• Minimum of 2 years of experience in financial services.
• Strong proficiency in MS PowerPoint and Excel.

Responsibilities

• Manage the digital engagement New Client Welcome Journey by coordinating outreach to advisors and clients, introducing the JPM Digital Offering, and promoting adoption of Digital Services.
• Deliver a consistent, high-quality gifting experience for eligible new clients through end-to-end coordination and auditable documentation for exceptions.
• Identify and pursue untapped digital opportunities in collaboration with Advisors and Client Service.
• Assist clients with escalations, complex and troubleshooting inquiries, including login challenges and navigation support across web, mobile, and tablet platforms.
• Address operational, technology, and administrative inquiries related to JPMorgan Private Banking and Digital Products.
• Provide actionable insights and feedback to enhance digital offerings and client satisfaction.

Skills

Portuguese

Spanish

MS PowerPoint

MS Excel

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

The Digital Concierge Specialist works in a team-oriented environment with advisors, client service associates, various product partners, and operations teams to deliver a seamless and integrated approach to the Private Banking client online experience.

Job Responsibilities

• Manage the digital engagement New Client Welcome Journey by coordinating outreach to advisors and clients, introducing the JPM Digital Offering, and promoting adoption of Digital Services.
• Deliver a consistent, high-quality gifting experience for eligible new clients through end-to-end coordination, clear and auditable documentation for exceptions, and location-level inventory visibility to prevent service gaps.
• Identify and pursue untapped digital opportunities in collaboration with Advisors and Client Service.
• Assist clients with escalations, complex, and troubleshooting inquiries, including login challenges and navigation support across web, mobile, and tablet platforms.
• Address operational, technology, and administrative inquiries related to JPMorgan Private Banking and Digital Products efficiently.
• Provide actionable insights, and feedback to enhance digital offerings and client satisfaction.

Required Qualifications, Capabilities, And Skills

• Ability to fluently communicate (written and verbally) in Portuguese and Spanish.
• Bachelor's degree required.
• Minimum of 2 years of experience in financial services.
• Strong proficiency in MS PowerPoint and Excel.

Preferred Qualifications, Capabilities, And Skills

• Additional language skills are highly desirable.
• Experience in online banking or client support is advantageous.

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 commercial, 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

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.

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.