IPB Digital Concierge Specialist

Testing Site - JPMC; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Testing Site - JPMC seeks a Digital Concierge Specialist to be the primary contact for online needs of Private Banking clients and advisors. You will support high/ultra-high net worth clients with the online experience and deliver digital training to advisors and client service specialists.

You will work with advisors, product partners and operations teams to ensure a seamless online experience, communicating effectively and handling digital tickets and training sessions as needed.

Qualifications

• Fluent in Spanish for client outreach and support.
• Strong interpersonal, verbal and written communication skills.
• Comfort with digital tools and training delivery.

Responsibilities

• Fluently communicate in Spanish with clients, advisors and staff.
• Lead and participate in client outreach to drive adoption of digital tools.
• Assist clients with login/navigation issues on website or mobile apps via calls/Zoom.
• Provide detailed demos of the digital toolset to internal and external clients.
• Handle inquiries via email/Zoom and coordinate with LatAm & GFG Management teams.
• Address operational, technology and administrative tickets related to Private Banking and Digital Products.
• Manage digital projects, review requirements, and perform User Acceptance Testing.

Skills

Spanish fluency

Interpersonal communication

Verbal communication

Written communication

Job description

The Digital Concierge Specialist is the primary point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting high/ultra-high net worth clients with all aspects of the online experience and for the development and delivery of digital training to advisors and client service specialists.

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.

The Digital Concierge Specialist is passionate, motivated, service-oriented individual, with strong interpersonal, verbal, and written communication skills. Strong online, systems, communication and presentation skills are essential.

Online Support/Team Responsibilities:

• Ability to fluently communicate (written and verbally) In Spanish
• Lead and participate in client outreach to drive client adoption of digital tools.
• Assist clients having issues logging in or navigating on the website/mobile app/tablet on calls/Zoom. Resolve client inquiries and problems through effective interaction with clients, advisors, product partners, operations, and other staff in a timely and professional manner.
• Provide detailed demo of the system and benefits of using the digital tool set to both internal and external clients, sometimes in a forum in front of an audience.

• Handle internal stakeholders/client enquiries via email, zoom or any other Digital Concierge channel. Provide support as a Digital Concierge Specialistandwork closely with the LatAm & GFG Management team.

• Handle operational, technology, administrative tickets related to our JPMorgan Private Banking and Digital Products

• Manage projects related to Private Banking's website constant enhancements, reviewing business requirements and technical specifications, and performing User Acceptance Tests.