Workplace Solutions - Client Relationship Manager

Posted 20 Days Ago
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Leeds, West Yorkshire, England
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Client Relationship Manager, you will manage relationships with clients, ensuring satisfaction and growing the account base. Core responsibilities include account planning, proactive communication, issue resolution, and meeting sales targets. You will act as a trusted partner, leveraging internal expertise to optimize customer investment in Workplace Solutions products.
Summary Generated by Built In

Job Description
JPMorgan Workplace Solutions addresses the financial needs of employers and their employees using a suite of firmwide products such as equity compensation and executive services. The firm entered the equity compensation industry with our acquisition of Global Shares. We are committed to building the industry's best stock plan administration software and services offering that allows our customers to attract and retain key employees.
As a Client Relationship Manager within Workplace Solutions, you will be viewed as a trusted partner by our client base. Your core responsibilities will involve managing relationships with users and decision makers in the account, managing revenue and growth objectives, and being accountable for customer and partner satisfaction. You will be expected to demonstrate ambition, resilience, and a strong technical orientation. Your role will involve ensuring the customer receives the utmost value from the Workplace Solutions product, leveraging internal subject matter experts to help customers optimise their investment, and working closely with implementations, operations and service desk teams. You will also be responsible for actively growing an existing account base to identify new value creation opportunities.
Job Responsibilities

  • Develop and maintain strong relationships with multiple clients as assigned.
  • Build depth in relationship by initiating contact and developing a relationship with decision makers.
  • Manage the post-sales relationship for strategically significant accounts.
  • Serve as the primary client contact and advocate for day to day and escalated issues and requests.
  • Establish and maintain customer satisfaction across named accounts through account planning, proactive client communications, issue remediation and containment, as well as performance measurement.
  • Meet assigned targets for profitable sales volume and growth objectives in assigned accounts.
  • Keep up to date with industry information which could provide value to your clients or value internally.
  • Build network of share plans advisors and experts in your region


Required Qualifications, Skills and Capabilities.

  • Share Plans Experience
  • Experience in Relationship Management in global companies.
  • Proactive by nature. Go above and beyond to serve as a trusted adviser for your customers.
  • Exceptional personal, listening, written and verbal communication skills are a must.
  • Proven track record of successfully building and nurturing multi-level client relationships.
  • Ability to lead and motivate, develop clear and creative solutions to complex problems and manage multiple initiatives simultaneously.
  • Ability to understand customer requirements, identify, up-sell and cross-sell opportunities.


Preferred Qualifications, Skills and Capabilities.

  • Experience working with Cloud-Based software
  • Project management experience with excellent organizational skills.
  • Success orientated spirit with focus on customer delight.
  • Superior critical thinking, decision making and problem solving skills.


J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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