Private Banking Digital Concierge: Client Experience Lead

JPMorgan Chase & Co.

Miami (FL)

On-site

USD 65,000 - 95,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

JPMorgan Chase & Co. in Miami is seeking a Digital Concierge Specialist to support the Private Banking online experience.

You will work with Advisors, client service associates, product partners, and operations teams to deliver a seamless, integrated digital journey for clients. The role requires service orientation, strong communication, and the ability to assist with escalations, login issues, and navigation across web, mobile, and tablet platforms, while providing feedback to improve digital

Qualifications

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

Responsibilities

Coordinate the New Client Welcome Journey to promote the JPM Digital Offering.
Deliver a high-quality gifting experience for new clients with end-to-end coordination.
Identify and pursue untapped digital opportunities with Advisors and Client Service.
Assist clients with escalations, login challenges, and navigation support across platforms.
Address operational, technology, and administrative inquiries related to Private Banking and Digital Products.
Provide actionable insights to enhance digital offerings and client satisfaction.