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Wealth management, ipb — digital concierge specialist - spanish speaking - geneve

Genf
JPMorganChase
Concierge
Inserat online seit: 10 Juni
Beschreibung

Ph3Overview /h3pThe 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. /ph3Responsibilities /h3ulliClient Support and Digital Adoption: Support new and existing clients by promoting J.P. Morgan digital solutions and assisting with digital adoption. /liliAssist clients with day-to-day inquiries, including login and navigation support across web, mobile, and tablet platforms. /liliRespond to operational, technology, and administrative inquiries related to Private Banking and Digital Products; escalate to senior team members as needed for timely resolution. /liliCollect and share client feedback to help improve digital offerings and satisfaction. /li /ulh3Administrative and Operational Support /h3ulliManage shared mailboxes and triage incoming requests; log, prioritize, and route tickets to appropriate queues. /liliMaintain and update client contact lists, distribution groups, for digital adoption activities. /liliMaintain internal knowledge bases and client-facing FAQs; draft quick reference guides as features change. /liliOpen, track, and close service tickets; ensure accurate documentation of issues, actions taken, and resolutions. /liliSupport document collection and light operational tasks (e.g., gathering standard forms for digital enrolments) under supervisory guidance. /li /ulh3Required Qualifications, Capabilities, And Skills /h3ulliHigh proficiency in Spanish required to support Spanish-speaking clients; professional English proficiency required. /liliStrong interpersonal, communication, and presentation skills suited to client interactions and cross-functional teamwork. /liliBachelor’s degree preferred (or equivalent practical experience). /lili0–2 years of experience in financial services, client support, or digital/customer success roles. /liliStrong proficiency in MS PowerPoint and Excel for preparing internal client materials. /li /ulh3Preferred Qualifications /h3ulliExperience in online banking or client support is advantageous. /liliAdditional language skills are highly desirable. /liliFamiliarity with ticketing systems, and content management platforms is a plus. /li /ulh3Working Hours /h3pHours align with the team supported and typically fall Monday–Friday during standard business hours; flexibility may be required during peak periods. /ph3About Us /h3pJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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. /ph3About The Team /h3pJ.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. /p /p #J-18808-Ljbffr

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Home > Stellenanzeigen > Hotelgewerbe Jobs > Concierge Jobs > Concierge Jobs in Genf > WEALTH MANAGEMENT, IPB — DIGITAL CONCIERGE SPECIALIST - Spanish Speaking - Geneve

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