JPMorgan Workplace Solutions - Executive Services Vice President 

United States, Ohio, Columbus 

211110541

If you seek to deliver high quality client services within the equity plan field

As an Executive Servicin JP Morgan Workplace Solutions, you will be responsible for the servicing and satisfaction of our firm’s executive relationships within our equity plan business. Simply put, you will be the face of J.P. Morgan to our executive population. You will seek to build and maintain relationships with these individuals by providing exceptional high-touch equity plan support while working to deliver the full value of the firm. Delivering comprehensive service, value-added product education, efficient trade facilitation, and referrals to appropriate advice channels will be the hallmarks of your success.The

Job responsibilities

• Provide exceptional service and flawless execution on all executive requests and inquiries, such as: understanding their digital experience, where to find forms, questions on equity holdings, and transacting on shares .
• Become an expert in the different types of equity vehicles and be able to articulate these nuances in a professional, easy-to-understand format both written and verbally.
• Partake inbusiness developmentby identifying potential business opportunities between J.P. Morgan and executives to engage in broader wealth management products/services. You will serve as the gateway to broader financial solutions available for executives.
• Effectively collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions.
• Identify opportunities to enhance employee and caller experience through process and product changes, and provide recommendations to leadership.
• Adhere to and maintain the firm’s controls, policies, procedures, and FINRA regulations. This will include monitoring and adhering to certain SLAs and KPIs.
• Support supervisory functions for risk mitigation and procedural oversight.
• Assist with questions and escalated issues from service desk team members.

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7, 63, 9 and 10 licenses required.
• University undergraduate degree or equivalent
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines involving multiple stakeholders
• Excellent written and oral communications skills
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Desired qualifications, capabilities, and skills

• 2+ years supporting service teams in a leadership capacity
• 4+ years experience with Client Service / Contact Center solutions
• 4+ years experience with CRM and help desk software
• 4+ years experience in the equity plan industry
• Exposure to a wide array of financial products