Client Relationship Manager - Associate

Overview: 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 650,000 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 ...