CH

IPB Digital Concierge Specialist

Chase

Miami

full-time

Posted April 16, 2026

Description

<h5>Digital Concierge Specialist </h5><p>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. </p><p>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. </p><p>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. </p><p>Online Support/Team Responsibilities: </p><ul> <li>Ability to fluently communicate (written and verbally) in Spanish </li><li>Lead and participate in client outreach to drive client adoption of digital tools. </li><li>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. </li><li>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. </li><li>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 &amp; GFG Management team. </li><li>Handle operational, technology, administrative tickets related to our JPMorgan Private Banking and Digital Products </li><li>Manage projects related to Private Banking's website constant enhancements, reviewing business requirements and technical specifications, and performing User Acceptance Tests. </li> </ul>

Job Overview

Location

Miami

Job Type

full time

Date Posted

April 16, 2026

Skills & Technologies

RN DO PA PT OT
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