IPB Digital Concierge Specialist

Digital Concierge Specialist

The Digital Concierge Specialist is the primary point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting high/ultra-high net worth clients with all aspects of the online experience and for the development and delivery of digital training to advisors and client service specialists.

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.

Online Support/Team Responsibilities:

• Ability to fluently communicate (written and verbally) in Portuguese
• Lead and participate in client outreach to drive client adoption of digital tools.
• Assist clients having issues logging in or navigating on the website/mobile app/tablet on calls/Zoom. Resolve client inquiries and problems through effective interaction with clients, advisors, product partners, operations, and other staff in a timely and professional manner.
• Provide detailed demo of the system and benefits of using the digital tool set to both internal and external clients, sometimes in a forum in front of an audience.
• Handle internal stakeholders/client enquiries via email, zoom or any other Digital Concierge channel. Provide support as a Digital Concierge Specialist and work closely with the LatAm & GFG Management team.
• Handle operational, technology, administrative tickets related to our JPMorgan Private Banking and Digital Products
• Manage projects related to Private Banking's website constant enhancements, reviewing business requirements and technical specifications, and performing User Acceptance Tests.

Required qualifications, capabilities, and skills:

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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 applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.