WEALTH Management, IPB â Digital Concierge Specialist â Spanish or Italian Speaking

JOB DESCRIPTION

The Digital Concierge Specialist is the primary contact for all online-related needs of Private Banking Clients. This role is responsible for supporting high and ultra-high net worth clients with their digital experience.

As a junior team member, you will focus on learning core digital platforms, delivering high-quality client support, and escalating issues to senior colleagues when appropriate, as well as liaise with advisors, Client Service Specialists, product partners, and operations to ensure a seamless, integrated online experience for Private Banking clients. Full training on J.P. Morgan Private Banking Digital Products will be provided.

• Support new and existing clients by promoting J.P. Morgan digital solutions and assisting with digital adoption.
• Assist clients with day-to-day inquiries, including login and navigation support across web, mobile, and tablet platforms.
• Respond to operational, technology, and administrative inquiries related to Private Banking and Digital Products; escalate to senior team members as needed for timely resolution.
• Collect and share client feedback to help improve digital offerings and satisfaction.

• Manage shared mailboxes and triage incoming requests; log, prioritize, and route tickets to appropriate queues.
• Maintain and update client contact lists, distribution groups, for digital adoption activities.
• Maintain internal knowledge bases and client-facing FAQs; draft quick reference guides as features change.
• Open, track, and close service tickets; ensure accurate documentation of issues, actions taken, and resolutions.
• Support document collection and light operational tasks (e.g., gathering standard forms for digital enrolments) under supervisory guidance.

• High proficiency in Spanish or Italian required to support Spanish/Italian speaking clients; professional English proficiency required.
• Strong interpersonal, communication, and presentation skills suited to client interactions and cross-functional teamwork.
• Bachelorâs degree preferred (or equivalent practical experience).
• 0â2 years of experience in financial services, client support, or digital/customer success roles.
• Strong proficiency in MS PowerPoint and Excel for preparing internal client materials.

• Experience in online banking or client support is advantageous.
• Additional language skills are highly desirable.
• Familiarity with ticketing systems, and content management platforms is a plus.

• Hours align with the team supported and typically fall MondayâFriday during standard business hours; flexibility may be required during peak periods.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicantsâ and employeesâ religious practices and beliefs, as well as mental health or physical disability needs.

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