Multilingual Private Banking Digital Concierge

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

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.