DescriptionOverview:J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 600 corporate clients ranging from early-stage start-ups to established multinational corporations JPMWS manages nearly $200 billion in assets for 650000 corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide.
Role Summary:As a Client Relationship Manager (CRM) at Workplace Solutions you will be a trusted partner to our clients demonstrating tenacity focus and exceptional organizational skills. You will be at the forefront of client and partner relationships responsible for managing user and decision-maker interactions achieving revenue and growth targets while ensuring client satisfaction. The ideal candidate will exhibit ambition resilience a keen interest in understanding clients business needs and a strong technical orientation to customize solutions for diverse scenarios.
Key Responsibilities:
- Develop and maintain robust relationships with assigned clients
- Engage with decision-makers to deepen client relationships and build client loyalty
- Work with internal stakeholders and external partners to advocate for clients and provide creative solutions
- Partner with Bankers on participant engagement initiatives and ensure they are kept abreast of overall relationship status
- Be responsible for creating and maintaining key client data in Dynamics
- Be responsible for client contract management including renewals amendments price updates and product extensions etc.
- Advocate for client and ensure that client escalations are resolved
- Ensure client satisfaction through strategic planning proactive communication issue resolution and performance measurement achievements
- Achieve assigned targets for client retention and referenceability
- Stay informed about industry trends to provide best practices and industry insights to clients and the organization
- Build a network of equity compensation influencers and experts in equity compensation
- Lead client presentations to review metrics and strategic planning in person as required by business goals
- Collaborate with Sales Implementations Operations and Service Desk teams to optimize client and employee support
- Actively grow existing accounts to identify new value creation opportunities
Required Qualifications Skills and Capabilities:
- Bachelors degree in Business or equivalent experience
- Experience in equity compensation.
- Proven experience in Relationship Management with global companies
- Proactive nature with a commitment to serving as a trusted advisor to customers
- Strong analytical and problem-solving skills as well as consultative and negotiation skills
- Ability to collaborate across the organization and externally to drive change
- Ability to lead prioritize and execute on multiple concurrent initiatives
- Strong ability to present compelling stories and ideas and relay strategy
- Exceptional personal listening written and verbal communication skills
- Demonstrated success in building and nurturing multi-level client relationships
- Ability to lead motivate and develop creative solutions to complex problems while managing multiple initiatives
- Strong understanding of customer requirements and ability to identify up-sell and cross-sell opportunities
- Willing to travel up to 10 percent of working time
Preferred Qualifications Skills and Capabilities:
- Experience with Cloud-Based software
- Project management experience with excellent organizational skills
- Success-oriented mindset with a focus on customer satisfaction
- Superior critical thinking decision-making and problem-solving skills
Join J.P. Morgan Workplace Solutions and be part of a team that values innovation client satisfaction and professional growth.
Required Experience:
Manager
DescriptionOverview:J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 600 corporate clients ranging from early-stage start-ups to established multinational corporations JPMWS manages nearly $200 billion in ass...
DescriptionOverview:J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 600 corporate clients ranging from early-stage start-ups to established multinational corporations JPMWS manages nearly $200 billion in assets for 650000 corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide.
Role Summary:As a Client Relationship Manager (CRM) at Workplace Solutions you will be a trusted partner to our clients demonstrating tenacity focus and exceptional organizational skills. You will be at the forefront of client and partner relationships responsible for managing user and decision-maker interactions achieving revenue and growth targets while ensuring client satisfaction. The ideal candidate will exhibit ambition resilience a keen interest in understanding clients business needs and a strong technical orientation to customize solutions for diverse scenarios.
Key Responsibilities:
- Develop and maintain robust relationships with assigned clients
- Engage with decision-makers to deepen client relationships and build client loyalty
- Work with internal stakeholders and external partners to advocate for clients and provide creative solutions
- Partner with Bankers on participant engagement initiatives and ensure they are kept abreast of overall relationship status
- Be responsible for creating and maintaining key client data in Dynamics
- Be responsible for client contract management including renewals amendments price updates and product extensions etc.
- Advocate for client and ensure that client escalations are resolved
- Ensure client satisfaction through strategic planning proactive communication issue resolution and performance measurement achievements
- Achieve assigned targets for client retention and referenceability
- Stay informed about industry trends to provide best practices and industry insights to clients and the organization
- Build a network of equity compensation influencers and experts in equity compensation
- Lead client presentations to review metrics and strategic planning in person as required by business goals
- Collaborate with Sales Implementations Operations and Service Desk teams to optimize client and employee support
- Actively grow existing accounts to identify new value creation opportunities
Required Qualifications Skills and Capabilities:
- Bachelors degree in Business or equivalent experience
- Experience in equity compensation.
- Proven experience in Relationship Management with global companies
- Proactive nature with a commitment to serving as a trusted advisor to customers
- Strong analytical and problem-solving skills as well as consultative and negotiation skills
- Ability to collaborate across the organization and externally to drive change
- Ability to lead prioritize and execute on multiple concurrent initiatives
- Strong ability to present compelling stories and ideas and relay strategy
- Exceptional personal listening written and verbal communication skills
- Demonstrated success in building and nurturing multi-level client relationships
- Ability to lead motivate and develop creative solutions to complex problems while managing multiple initiatives
- Strong understanding of customer requirements and ability to identify up-sell and cross-sell opportunities
- Willing to travel up to 10 percent of working time
Preferred Qualifications Skills and Capabilities:
- Experience with Cloud-Based software
- Project management experience with excellent organizational skills
- Success-oriented mindset with a focus on customer satisfaction
- Superior critical thinking decision-making and problem-solving skills
Join J.P. Morgan Workplace Solutions and be part of a team that values innovation client satisfaction and professional growth.
Required Experience:
Manager
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