Location: Nashville, TN, United States

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.

As a Client Relationship Manager (CRM) at Workplace Solutions, you will be a trusted partner to our clients.