Partnering with mission-driven entrepreneurs to build Rocky Mountain technology companies of impact, utility, and value.

Relationship Managers at Global Shares, now rebranded as Workplace Solutions, are viewed as trusted partners by our client base and should be tenacious, focused and well-organised individuals who should be at the forefront of our client/partner relationships. The core responsibilities of this role involve managing relationships with users and decision makers in the account, managing revenue and growth objectives, being accountable for customer and partner satisfaction. The successful candidate will demonstrate the key traits of ambition, resilience, interest in the customer’s business needs, along with strong technical orientation and ability to customise and tailor solutions for a variety of scenarios. This role involves ensuring the customer receives the up-most value from the Workplace Solutions product, leveraging internal subject matter experts to help customers optimise their investment, ensuring program objectives are being met and measure the value of the solution to their organisations and working closely with implementations, operations and service desk teams to ensure that client is being handled in optimal fashion. This role will involve 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 Plans Experience
• 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.

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.