J.P. Morgan
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.
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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.
#J-18808-Ljbffr