Private Banking Digital Concierge – Spanish-Speaking Support

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

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.