WEALTH MANAGEMENT, IPB — DIGITAL CONCIERGE SPECIALIST — Spanish or Italian Speaking Edinburgh

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.

Job Responsibilities

Client Support and Digital Adoption

• 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.

Administrative and Operational Support

• 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.

Required Qualifications Capabilities and Skills

• 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.
• Bachelors degree preferred (or equivalent practical experience).
• 02 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.

Preferred Qualifications

• 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.

Working Hours

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