Workplace Solutions - Client Service Lead, Equity Plan Management, Nashville

Job Description

Key Responsibilities:

• Client facing role attending all external client calls 
• Responsible and accountable for client satisfaction and deliverables
• Manage service delivery with the clients including bringing together internal partners
• Manage client events, calendar and prep meetings, runbook management 
• Drive client standardization aligned to service offering (including strategic initiatives)
• Participate in implementation meetings and client training
• Identify missing system functionalities and enhancements to existing functionalities, escalate development as appropriate and fit in with the wider operational priorities
• Oversight of corporate actions in collaboration with Corporate Action and CRM teams
• Escalation point for clients including access to Zoom client facing number
• Report and present monthly client metrics to senior management
• Coordinate Integrations for existing and newly implemented clients
  
   

Qualification / Experience

• Bachelors degree in Business / Finance or equivalent experience preferred

• Excellent communication & listening skills

• Proven numeric, financial analysis, documentation and procedural skills required

• Excellent computer skills including Microsoft Word and Excel

• Ability to work on own initiative, prioritize and adhere to tight deadlines.

• CEP 1 or willing to obtain

• 2+ years experience as an Analyst or prior leadership experience preferred

 

Career Path:

• Admin Manager
• Relationship Manager

About Us

JPMorganChase, 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.​