Workplace Solutions - Executive Services Associate

Job Description
If you seeing to deliver high quality client services within the equity plan field this may be the opportunity for you.
As a Executive Services Equity Plan Specialist, in 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 Executive Services Specialist must have the ability to work effectively in a complex team-oriented and fast-paced environment with advisors, product partners and operations teams to deliver a seamless and integrated experience across our equity plan and broader Private Bank products.
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 in business Development by 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.

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• 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 experience with Client Service / Contact Center solutions
• 2+ years experience with CRM and help desk software
• 2+ years experience in the equity plan industry
• Exposure to a wide array of financial products

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.