Workplace Solutions - Executive Services Associate
Workplace Solutions - Executive Services Associate
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Job Description
If you seeing to deliver high quality client services within the equity plan field this may be the opportunity for you.
As a Executive Services Equity Plan Specialist in JP Morgan Workplace Solutions you will be responsible for the servicing and satisfaction of our firms executive relationships within our equity plan business. Simply put you will be the face of J.P. Morgan to our executive population. You will seek to build and maintain relationships with these individuals by providing exceptionalhigh-touch equity plan support while working to deliver the full value of the firm. Delivering comprehensive service value-added product education efficient trade facilitation and referrals to appropriate advice channels will be the hallmarks of your success. The Executive Services Specialist must have the ability to work effectively in a complex team-oriented and fast-paced environment with advisors product partners and operations teams to deliver a seamless and integrated experience across our equity plan and broader Private Bank products.
Job responsibilities
- Provide exceptional service and flawless execution on all executive requests and inquiries such as: understanding their digital experience where to find forms questions on equity holdings and transacting on shares.
- Become an expert in the different types of equity vehicles and be able to articulate these nuances in a professional easy-to-understand format both written and verbally.
- Partake in business Development by identifying potential business opportunities between J.P. Morgan and executives to engage in broader wealth management products/services. You will serve as the gateway to broader financial solutions available for executives.
- Effectively collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions.
- Identify opportunities to enhance employee and caller experience through process and product changes and provide recommendations to leadership.
- Adhere to and maintain the firms controls policies procedures and FINRA regulations. This will include monitoring and adhering to certain SLAs and KPIs.
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
- University undergraduate degree or equivalent
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines involving multiple stakeholders
- Excellent written and oral communications skills
- Proficiency with Microsoft Office Suite (Word Excel and PowerPoint) and Microsoft Outlook
Desired qualifications capabilities and skills
- 2 years experience with Client Service / Contact Center solutions
- 2 years experience with CRM and help desk software
- 2 years experience in the equity plan industry
- Exposure to a wide array of financial products
Required Experience:
IC
Employment Type
Full-Time
