Workplace Solutions - Client Relationship Manager, Leeds

This is a new role created within Workplace Solutions to support the Client Relationship managers. This role will be based in Leesd and will report into the Global Head of CRMs. This role offers exposure to senior stakeholders across the business and involves supporting them on their day to day. This employee will play a critical role in ensuring that the CRMs have the resources, information and support they need to effectively service clients, close deals and meet company objectives.,

• Support and report data for the global Client Relationship Managers.


• Produce CM dashboards and reports


• Ensure daily file loads in CM have been processed and loaded


• Provide CM Director and CM Managers with regular updates


• Provide front-line business process support across the client lifecycle leveraging best practices and facilitating enhanced business metrics
  
  Previous client facing experience


• Ability to work to deadlines


• Excellent level of PowerPoint essential


• Excellent presentation and communication skills


• Ability to think critically, identify solutions and deliver recommendations based on data and analysis.


• Proven ability to organize multitude of tasks, projects and information simultaneously


• Must have excellent communication and organizational skills and work well under pressure in a fast-paced environment with minimum supervision


• Must be able to work independently and be team-oriented


Preferred Qualifications, Capabilities and Skills:

• Microsoft Dynamics experience an advantage


• Relevant third level qualification in IT or Business


• Excellent co-ordination skills


• Strong project management 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., J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives., 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.