Client Relationship Manager - VP

JPMorganChaseNashville, TN
6d

About The Position

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 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.

Requirements

  • 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

Nice To Haves

  • 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

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
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