Plan Management Associate: Client Accounts & Innovation

Next Frontier Capital; Leeds; On-site; GBP 35,000 - 60,000; Full time

Job summary

J.P. Morgan is seeking a Plan Management Analyst/Associate to manage a portfolio of employee share plans for client accounts.

You will collaborate with operations and IT teams to drive process improvements and innovative client solutions, while ensuring timely processing and risk mitigation in a dynamic environment. The role emphasizes client-facing responsibilities, operational excellence, and the development of procedural documentation to support accurate transaction processing across client

Qualifications

• Excellent communication skills.
• Proven numeric, financial analysis, documentation and procedural skills.
• Excellent computer skills including Microsoft Excel and Word.
• Demonstrate commercial acumen with an ability to be innovative & pro-active.
• Ability to prioritise and adhere to tight deadlines.
• Previous exposure to a client facing role within a corporate environment.
• 2+ years experience within a similar position is advantageous.

Responsibilities

• Manage a portfolio of Companies administering employee share plans within a team framework.
• Interact with customers/clients on operational transactions related to their share plan program.
• Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Organize, develop and maintain procedural and process documentation related to client companies’ program to ensure accurate transaction processing and minimize risk.
• Assist in identifying new system tools and enhancements to existing systems.
• Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
• Create and maintain excellent relations with key business partners as well as identify innovative client solutions.

Skills

Communication skills

Financial analysis

Documentation

Procedural skills

Excel

Word

Commercial acumen

Time management

Education

Third level qualification

Tools

Excel

Word

Job description

J.P. Morgan is seeking a Plan Management Analyst/Associate to manage a portfolio of employee share plans for client accounts.

You will collaborate with operations and IT teams to drive process improvements and innovative client solutions, while ensuring timely processing and risk mitigation in a dynamic environment. The role emphasizes client-facing responsibilities, operational excellence, and the development of procedural documentation to support accurate transaction processing across client