What are the responsibilities and job description for the Workplace Solutions - Client Service Lead, Equity Plan Management, Nashville position at JPMorgan Chase?
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