IPB Digital Concierge Specialist

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. Full training on JPMorgan Private Banking Digital Products will be provided.

• 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, clear and auditable documentation for exceptions, and location-level inventory visibility to prevent service gaps.
• 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 efficiently.
• Provide actionable insights, and feedback to enhance digital offerings and client satisfaction.

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

• Additional language skills are highly desirable.
• Experience in online banking or client support is advantageous.