IPB Digital Concierge Specialist

Testing Site - JPMC; Newark (DE); On-site; USD 65,000 - 90,000; Full time

Job summary

The Testing Site - JPMC is seeking a Digital Concierge Specialist to be the primary contact for online needs of Private Banking clients and advisors, delivering digital training and supporting the online experience.

Collaborate with advisors, product partners and operations to ensure a seamless digital client journey. Requires strong communication skills and Mandarin fluency, with the ability to demonstrate digital tools to internal and external audiences.

Qualifications

• Fluent in Chinese/Mandarin and able to communicate clearly in speaking and writing.
• Strong interpersonal, verbal and written communication skills.
• Ability to present demos and trainings to clients and staff.

Responsibilities

• Lead and participate in client outreach to drive adoption of digital tools.
• Assist clients with login/navigation issues on website/mobile app/tablet via calls/Zoom.
• Provide detailed demos of the system and benefits of digital tools to clients and advisors.

Skills

Chinese Mandarin

Communication skills

Presentation skills

Client support

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 Chinese/Mandarin
• 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.