Client Relationship Manager - Associate

Job Description

Overview: J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million 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:

• Bachelor’s 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.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.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.​