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 Plan Experience is essential


• 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.

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.