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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Client Relationship Manager - Associate

직무오퍼레이션
경력리드급
위치Jersey City, NJ; New York, United States
근무오피스 출근
고용정규직
게시2개월 전
지원하기

복지 및 혜택

의료보험

401k

심리상담 지원

교육비 지원

필수 스킬

Relationship Management

Client Management

Analytical Skills

Problem-Solving

Communication

Negotiation

Presentation Skills

Contract Management

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.

ABOUT US
JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

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JPMorgan Chase 소개

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

직원 수

New York City

본사 위치

$500B

기업 가치

리뷰

10개 리뷰

3.8

10개 리뷰

워라밸

3.5

보상

4.0

문화

3.8

커리어

3.2

경영진

2.8

68%

지인 추천률

장점

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

단점

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

연봉 정보

44개 데이터

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1개 리포트

$139,000

총 연봉

기본급

$107,000

주식

-

보너스

-

$139,000

$139,000

면접 후기

후기 4개

난이도

3.0

/ 5

소요 기간

14-28주

합격률

50%

경험

긍정 25%

보통 75%

부정 0%

면접 과정

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

자주 나오는 질문

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study