Client-Facing Plan Management Associate

JPMorganChase; Leeds; On-site; GBP 40,000 - 55,000; Full time

Job summary

A global financial services leader in Leeds is seeking a Plan Management Analyst/Associate to manage client accounts and collaborate with various teams. The role requires excellent communication, strong financial analysis skills, and a client-facing background. Ideal candidates will have 2+ years of experience and a third-level qualification. The organization offers a dynamic environment promoting innovation and teamwork.

Qualifications

• 2+ years experience within a similar position is advantageous.
• Ability to prioritise and adhere to tight deadlines.
• Proven numeric and documentation skills required.

Responsibilities

• Manage a portfolio of Companies administering employee share plans.
• Interact with clients on operational transactions.
• Ensure accurate transaction processing and minimize risk.
• Identify new system tools and enhancements.

Skills

Excellent communication skills

Financial analysis

Microsoft Excel

Commercial acumen

Client-facing experience

Education

Third level qualification

Tools

Microsoft Word

Job description

A global financial services leader in Leeds is seeking a Plan Management Analyst/Associate to manage client accounts and collaborate with various teams. The role requires excellent communication, strong financial analysis skills, and a client-facing background. Ideal candidates will have 2+ years of experience and a third-level qualification. The organization offers a dynamic environment promoting innovation and teamwork.