JP Morgan (115)

 

Last reviewed by Mia Saric on 03/19/23.

  • Tier 1

Products: (Social)

  • Mobile App use allow: No

  • Premier service: Yes, (855) 797-5718

Hearsay Team

  • CSM/E: Emily Rittenberg

  • AE: Chris Domach

  • Prod. Specialist: Jigs Patel(East) + Jared Roussel (West)

Internal info

Corporate Team We Work With:

LOB - Commercial Bank

 

PLEASE NOTE: The workspace Reference ID is automatically populated. The system uses the reference ID passed from SSO (USER_ID) and, through Workato, maps that value to the workspace Reference ID. This project was completed by the IMP team, and any issues related to this functionality should be routed to that team."

 

LOB - Wealth Management

  • Program procedures (rules & regs) go to the Wealth Management team inbox.  wm.LinkedIn@jpmorgan.com 
  • Questions about profile review status talk to field SM.
  • If an agent is having trouble resetting their password, please advise them to submit a ticket to LinkedIn support. Additionally, kindly cc the social media team so they can stay informed about the issues agents are encountering.
    wm.LinkedIn@jpmorgan.com

  • If an agent is running into issues resetting their password, please provide guidance that they should create a ticket to LinkedIn support, but please then cc: the social media team so they have visual with what agents are running into this issue.
    wm.LinkedIn@jpmorgan.com

  • If an agent would like to opt out of the program, please have them contact their direct manager. Please also inculde the WM General Inbox wm.LinkedIn@jpmorgan.com . Please don't include Tony M. or Taylor A. on these requests.
     (This does not include any individuals listed below; they should reach out to their respective direct managers.)


    WM ADMINS:

LOB - Investment Bank

 

Contact Information & Resources:

Delegate usage & Workspace invites:

  • Permitted: Unknown
  • Process:
    • unknown

Org specific note: 
 

Is the user/admin reaching out about Video upload issues? This can be for the suggested content library or original content created by the Advisor. Try these steps!! 

 

 

User language:

Workflows:

Access

Sign-up:

Sign-in:

Cancellation procedure:

  • Who:
  • How:
  •  

 

Products

Social Workflow: 

  • Do they have a workspace?  
  • Do they have connected accounts? 
    • LI, FB, TW

Handy links and other helpful docs:

CRITICAL INFO
  • Should anyone from JPMC respond to their Hearsay invitation email, please CC the following email addresses in your response: N/A
 


 

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